* ShareBuilder 401k plan expenses range from 23% to 68% less than the industry average at
various data points from a $50K plan with 6 participants to a $100M plan with 2,000
participants based on 401k Averages Book 2023
Data and Custom Benchmarking report prepared for ShareBuilder Advisors. Cost comparisons are based on plan
assets and number of
participants and reflect core on‐going 401(k) plan expenses that a company and/or its
employees can expect to incur as a percentage of assets with most any 401(k) plan. This
includes administration, recordkeeping, tax filing prep documents, plan testing, fund expense
ratios, and other investment costs passed on to every participant to service the plan. It does not
include unique employee-initiated transactions such as loans, distributions or employer
transactions such as plan amendments. ShareBuilder 401K pricing is based off of standard
pricing rates for our typical Safe Harbor 401(k) plan design. This claim is not applicable to solo
401(k) plans.
** You must purchase a ShareBuilder 401(k) Plan by December 23rd, 2024 to receive your free setup
discount offer. Enter promotion code WINTER24S to receive your discount. Only one offer applies per customer.
You understand that if there is a promotional offer applied to the plan pricing, the pricing may not reflect the
full promotional value if this would result in a credit (pricing does not go below $0). Monthly administration
typically applies, and asset management costs do apply to all plan purchases.
1 For Additional offer details and terms, please click here.
2 Forbes and CNN: Rated 2024 Top 401(k) provider by forbes.com editorial team on February 1,
2024, and CNN Underscored Money editorial team on April 11, 2024. Forbes.com and CNN
received no compensation for providing this rating. Nerd Wallet: Voted 2022 Top 401k provider
by nerdwallet.com editorial team on March 18,2022. Nerdwallet.com received no
compensation for providing this rating.
