Starter Plan - $79 per month*
Software to scale research & document ERISA compliance
(optional) Advice delivered through “standard” Participant Dashboard
(optional) Integrated “billing system”
Plan Confidence Model advice only
*Base fee includes your first 6 clients/accounts. Just $10 per month for each additional client/account.
Professional Plan - $199 per month*
Software to scale research & document ERISA compliance
(optional) Advice delivered through “white labeled” Participant Dashboard
(optional) Integrated “billing system”
Your Models and/or Plan Confidence Models
*Base fee includes your first 20 clients/accounts. Just $8 per month for each additional client/account.
Add Trading to any client*
MONTHLY FLAT FEE**
$ 9.99: $1,000 - $ 50,000
$24.99: $50,001 - $100,00
$49.99: $100,001 - $200,000
$74.99: $200,001 - $300,000
$99.99: $300,001 and above