Overview of Pricing

Our goal is to make fees fair to all parties and will work with you to make this happen. Fees are not static and is a function of number of participants, AUM and complexity. We benchmark all plan fees to ensure that all of our partners are competitive and pricing is not an obstacle of them  winning the plan or not. Please contact us with any questions about fees!

Running the Retirement Plan

Plan Administration

$0 to $2,500

/year
Billed to Employer
Flat fee

Recordkeeping & TPA

.10% to .25%

/year
Billed to participant’s account
AUM Fee

3(38) Investment Fiduciary

.10% to .25%

/year
Billed to participant’s account
AUM Fee

Adviser ― Partnership Fees

White Label Platform

$0.00

/year
Billed to advisory firm
Always free

Back-office Services

$0.00

/year
Billed to advisory firm
Always free

Bundled 401k Services

$0.00

/year
Billed to advisory firm
Always free
ⁱ How much would my firm earn? →

PREMIUM ONLY ― Adviser ― Optional Fees

Adviser Model Maintenance

.05% to .15%

/year
Billed to advisory firm
Fee is based upon the average AUM  in all your model portfolios

Enterprise Options

$0 to $250

/plan
Billed to advisory firm
Fee is based upon the optional services the adviser has chosen to include.

Learn more about EIP's premium partnership

ⁱ How much would my firm earn? →