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Automatic Pricing Discounts!

ShareBuilder 401k is designed to be the low-cost solution for any size office of 1 to 1000 employees, or even more. We believe your 401(k) plan deserves great value not only in features and services, but also in price. As your company's total plan assets exceed a pricing milestone shown below for a calendar quarter based on the average daily balance, we automatically lower your administration and asset management fee for the next quarter and on-going.
 

We think this is the right way to do business — upfront, transparent, and at a great price!

Pricing / Download (PDF)

Pricing
Individual 401k   — Solo Owner(s) looking to save $5,000 or more per year
Assets One-time Setup Monthly Administration
per Participant		 Asset Management**
$0 - $249,999 $150 $15 0.75%
$250,000 - $499,999 No charge No charge 0.75%
$500,000 - $1.9M No charge No charge 0.65%
$2M - $4.9M No charge No charge 0.55%
$5M + No charge No charge 0.45%
Simplified 401k   — Maximize owner contribution and avoid IRS tests
Assets One-time Setup* Monthly Administration (Estimated Participants) Asset Management**
1 - 10 11 - 25 26 - 50 51 - 100 101 - 250 251 - 500 501 - 1000
$0 - $499,999 $495 $80 $125 $185 $275 $325 $400 $500 0.75%
$500,000 - $1.9M $400 $60 $80 $105 $150 $200 $240 $280 0.65%
$2M - $4.9M $250 $35 $45 $55 $75 $100 $115 $130 0.55%
$5M + No Charge No Charge No Charge No Charge No Charge No Charge No Charge No Charge 0.45%
Customized 401k   — Flexible matching, vesting or profit sharing options
Assets One-time Setup* Monthly Administration (Estimated Participants) Asset Management**
1 - 10 11 - 25 26 - 50 51 - 100 101 - 250 251 - 500 501 - 1000
$0 - $499,999 $750 $100 $150 $210 $300 $400 $450 $550 0.75%
$500,000 - $1.9M $600 $75 $90 $125 $180 $240 $270 $315 0.65%
$2M - $4.9M $450 $50 $60 $70 $90 $120 $135 $160 0.55%
$5M + No Charge No Charge No Charge No Charge No Charge No Charge No Charge No Charge 0.45%
Tiered Profit Sharing 401k   — Reward employees by group, tenure or age
Assets One-time Setup* Monthly Administration (Estimated Participants) Asset Management**
1 - 15 16 - 50 51 - 100 101 +
$0 - $499,999 $995 $190 $240 $325 N/A 0.75%
$500,000 - $1.9M $750 $150 $185 $225 N/A 0.65%
$2M - $4.9M $500 $75 $95 $115 N/A 0.55%
$5M + No Charge No Charge No Charge No Charge No Charge 0.45%

*Setup and annual administration fees may be eligible for a tax credit. Please consult your accountant or tax advisor for additional details.

**The amount is calculated on the average daily balance over the quarter. Fees may be higher if you are working through a third-party investment adviser. Please contact your investment adviser for details.

If for some reason employees, markets, or other events drop your average asset balance for your company plan below your current level, your administration and asset fee may be adjusted up for the next quarter.