Solo 401k Checkbook Control Providers | Solo 401k Pricing

I have a few questions regarding your self-directed solo 401k.

QUESTION 1:  Are there per Solo 401k transaction fees?  

ANSWER: No as a solo 401k provider with checkbook control we don’t hold your investments. Therefore, we don’t charge any transaction fees. Other non checkbook control solo 401k providers like Pensco Trust and Equity Trust charge transaction fees.

QUESTION 2: What are you fees in general?

ANSWER: Our self-directed solo 401k fees are as follows:

Firs year self-directed Solo 401k fee is either $395 or $595 and annual fee commencing on the account anniversary date is either $195 under option 1 or $125 under option 2. To review our fees and the services that we provide, please visit Solo 401k pricing.

QUESTION 3: Will I have Check book control with my solo 401k?

  

ANSWER:  Yes our Solo 401k can be setup with checkbook control at either your local bank or a brokerage form such as TD Ameritrade, Schwab or Fidelity.

You can learn more about the brokerage account with checkbook control by vising the following links:

Schwab Solo 401k Brokerage Account 

Ameritrade Solo 401k Brokerage Account 

Fidelity Solo 401k Brokerage Account

Thanks,

Gary L