See How Clients Big and Small Succeed with ShareBuilder 401k
The comments and benefits of ShareBuilder Advisors' clients reflect their experience which may vary from other clients.
This client received no compensation for sharing their experiences.
Rated best 401(k) provider by:
Watch Our 3-Minute Video to Learn How Your Business Can:
-
Offer a customized 401(k) plan - whether you’re
self-employed or have 100 employees - Lower your taxes as you save for retirement
- Leverage ShareBuilder Advisors' investment expertise and Customer Success Managers
We Help Any Size Business Save More for Retirement
As a 401(k)-industry pioneer, ShareBuilder 401k:
- Has been in business since 2005 serving over 6,500 businesses and their employees
- Keeps investment expenses under 1% so more of your money stays invested
- Believes in great digital and people services connecting you with a dedicated 401(k) advisor
* 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.
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.