Transparent 401(k) advisory pricing.
Understand the advisory, base, and participant fees before choosing a plan. Our published pricing is designed to make plan costs easier to evaluate.
Clear costs for participants.
Practical support for the plan.
Review Qmulate's advisory fee together with recordkeeping, administration, investment, custody, and participant charges before choosing a plan.
Clear plan fees
See the advisory, base, and participant fees before choosing a plan.
Low-cost investment options
We help plan sponsors evaluate diversified investment options with transparent expenses.
Personalized advice
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.
annualized Qmulate advisory fee on plan assets up to $100 million, billed quarterly in arrears.
Provider quote
recordkeeping and administration 1
Plan-specific
participant charges 2
1. Independent provider and administration charges vary by plan design and provider.
2. Contact us for a plan-specific, all-in fee comparison.
Recordkeeping, administration, TPA, custody, transaction, fund, and other provider charges are separate from Qmulate's advisory fee and may apply. Qmulate's published fees are negotiable.
FAQs
Qmulate charges a blended annualized asset-based advisory fee, billed quarterly in arrears. For plan assets up to $100 million, the published rate is 0.75%. Qmulate does not receive commissions, markups, 12b-1 fees, or similar transaction-based compensation for securities recommendations.
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.
Qmulate Capital provides retirement plan services on a non-discretionary basis under ERISA 3(21) and serves in a limited-scope fiduciary capacity. The plan sponsor retains final authority over plan decisions.