Lower cost for participants.
Better benefits for the plan.
Our plans were designed to encourage participation and make retirement possible for employees—giving employers a benefit they can leverage.
Lower plan fees
Our all in plan costs are over 30% less than the national average.1
Low-cost index funds
Our fund fees on avergae are 15x lower than the national average.2
We provide guidance and support for every participant via phone and email.
Clear, transparent pricing.
Always know what you'll pay and what you'll get for it.
1. Base pricing covers the first 15 participants.
2. Contact us to get an accurate quote, we have different pricing options for smaller plan sizes (under 15 participants).
Admin & Record keeping provided by Ascensus Trust.
We earn a flat fee per year, charged quarterly. We do not accept commissions, kic-backs or 12b-1 trails from mutual funds (profit shares).
From opening an account to selecting an investment portfolio, we support employees and employers at every step via phone, virtual and email. We also offer a video library and a detailed knowledge center online for participants.
We are a Registered Investment Advisor and fiduciary, as such we place the plan sponsor and participants financial best interest over everything else, unlike brokers who earn commissions.