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

EIP's fee

Plan Administration

$0 to $2,500 /year
Billed to Employer
Flat fee
EIP's fee

Recordkeeping & TPA

.10% to .25% /year
Billed to participant’s account
AUM fee
EIP's fee

3(38) Investment Fiduciary

.10% to .25% /year
Billed to participant’s account
AUM fee
Advisor fee (the fee you want to charge)

Plan Advisory

.10% to .50% /year
Billed to participant’s account / remitted to you by EIP
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