Choose an easy-to-start WELLthBuilder plan.
Create a successful retirement path guided by a professional plan advisor.
Solid Start
$300/mo + $6 per participant/mo
+ 0.50% fee on assets (annualized)
+ $500 one-time startup fee
- Payroll integration with 100+ providers to make plan administration easy (including ADP, Paychex, Paylocity, Paycor)
- Flexible plan design options (traditional and safe harbor) including:
- Vesting schedules
- Flexible profit-sharing formulas
- Compliance testing
- Fiduciary Support to reduce time and risk
- 3(16) plan administration fiduciary
- 3(38) investment management fiduciary
- “Do-it-for-me” managed accounts available to simplify participant investing
- Government filings, including signing Form 5500
- A dedicated onboarding specialist for your plan
HR Edge
$400/mo + $6 per participant/mo
+ 0.50% fee on assets (annualized)
+ $500 one-time startup fee
Everything in Solid Start, plus:
- A custom participant web experience that augments your HR
What’s this? | See a live demo - Quarterly educational webinars for your employees
- A dedicated plan relationship manager
Premier Access
$500/mo + $6 per participant/mo
+ 0.50% fee on assets (annualized)
No startup fee!
Everything in HR Edge, plus:
- Training for plan fiduciaries
- Quarterly employer meetings on request
- Premium 401(k) Superhero participant experience
- Access to 1-on-1 participant advice
Tax Credits
SECURE Act 2.0 provides significant, multi-year tax credits for companies starting new qualified retirement plans. These tax credits could cover some or all of your plan costs for the first three years.
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