The first step to lowering your fees starts by comparing your plan. Click below to talk to a retirement plan expert today.
We are not affiliated with any recordkeeper, nor have we built our own recordkeeping system. That means we’re an independent advisor that can focus on helping find the right retirement plan provider, fund line up and fiduciary coverage for you.
| 401(k) Cost | How is it Charged? | Who Typically Pays? |
|---|---|---|
| Fund expenses | %AUM | Employees |
| Advisory fee | %AUM | Employees |
| Sales commissions | %AUM | Employees* |
| Recordkeeping fees | Varies | Sponsors |
| Custodial fees | %AUM | Employees |
| TPA fees | Varies | Varies |
Given current plan assets and employee count, we can estimate your all-in cost on up to three providers with a diversified, low-cost fund line up. We also know the average for plans exactly your size so you can gauge how your fees compare to the industry as a whole.
