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|Monthly Base Fee||ZERO||$29||$29|
|Price Per User/Month||$9||$4-9||$4-9|
|Volume Pricing (50+ Employees)|
|Annual Asset Under Management Fee (AUM Fee)||ZERO||0.3%||Customized|
|Plan Design & Set Up||GO-Starter||GO-Plus||GO-Premier|
|15 Min Self Setup|
|Safe Harbor Plans|
|Non-Safe Harbor Plans|
|3(16) Plan Administration|
|Unlimited Deferral Changes|
|Loans & Hardship Withdrawals|
|360 Payroll Integration|
|Phone, Email, Chat|
|Help Center – FAQs|
|Dedicated Relationship Manager|
|Diverse Investment Choices|
|Guided Portfolio Builder|
|Dedicated Local Advisor|
|Optional Outside 3(38)|
|Bring Your Own Advisor|
|Preferred Advisor Pairing|
|Compliance & Filing||GO-Starter||GO-Plus||GO-Premier|
|Ongoing Automated Compliance|
|Fill, Sign and Send 5500, 1099-R, 8955-SSA|
|ERISA Bond Included|
The simplicity and exceptionally fast plan design process is a big differentiator. The low cost structure combined with the admin and investment technologies completes the plan solution and makes 401GO the best first option to consider.
The best thing about 401Go is how unpretentious they are. They present themselves as what they are at an affordable rate, and it just works—also, it’s pretty easy to use.
401GO has provided excellent customer support and education throughout our partnership. They are an awesome solution for my company of 16 people and make my job a lot easier.