Automatic Pricing Discounts!

ShareBuilder 401(k) is designed to be the low-cost solution for any size office of 1 to 250 employees. 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 a great price!

Pricing / Download (PDF)

Pricing
PLAN4ONE (owner-operated)
Assets One-time setup Monthly Admin (per participant) Participant Asset Management Fee**
$0 - $249,999 $195
$15.00    
0.75%
$249,999 - $999,999 No charge
No charge    
0.75%
$1M - $1.9M No charge
No charge    
0.65%
$2M - $4.9M No charge
No charge    
0.55%
$5M+ No charge
No charge    
0.45%
PLAN4TEN (2–10 employees Safe Harbor)
Assets One-time setup* Monthly Admin (participants)
1-4 5-10  
Participant Asset Management Fee**
$0 - $999,999 $495
$75.00 $95.00  
0.75%
$1M - $1.9M $375
$50.00 $60.00  
0.65%
$2M - $4.9M $250
$25.00 $30.00  
0.55%
$5M+ No charge
No charge No charge  
0.45%
PLAN4MOST (2+ employees)
Assets One-time setup* Monthly Admin (participants)
1-15 16-50 51-250
Participant Asset Management Fee**
$0 - $999,999 $995
$100.00 $150.50 $200.00
0.75%
$1M - $1.9M $750
$65.00 $100.00 $130.00
0.65%
$2M - $4.9M $500
$32.50 $50.00 $70.00
0.55%
$5M+ 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 advisor. Please contact your investment advisor 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.

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“Automatically reducing administration costs is a great program and a significant savings for us. As important to our company and employees are the lower participant fees we will benefit from as we cross milestones…”

– Norm Stipp, Seattle Hospitality Worldwide