A better solo 401(k)
Introducing a modern, fully digital solo 401(k) built to help you deliver exceptional value to your self-employed clients.
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Skip the hassle with fully digital account creation, including e-signature on plan adoption agreements. Your clients can set up or convert an existing plan quickly, with zero fees for plan establishment.
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Fund in-platform—no more mailing in checks. We accommodate ACH and internal transfers for employee and employer contributions, and contributions are automatically tracked to simplify tax season. Plus, for new accounts, enjoy up to a $1,500 tax credit over three years with auto-enrollment.
Clients can double their contributions, and their household’s retirement savings potential, by including a spouse at no extra cost.
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Offer both Roth and traditional contribution options, giving your clients the flexibility to choose potential tax-advantaged growth or immediate tax savings—whichever approach is best for their retirement.
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