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Solo 401k Pricing

Initial establishment fee: $600

Annual fee (starts in second year): $250

Request Web Pricing

Our Solo 401k Establishment Service Includes:

  • Adoption Agreement
  • Basic Plan Document
  • Post-PPA Amendment
  • Summary Plan Description
  • Trust Agreement
  • Appointment of Trustee
  • Action by Board of Directors
  • Beneficiary Designation
  • Loan Procedure & Loan Documentation
  • Transfer Request Forms for incoming funds transfers
  • IRS Registered Tax ID (EIN) with Tax Exempt Status
  • IRS Opinion Letter and Serial Number

Our Annual Solo 401k Compliance Service Includes:

  • Unlimited client support
  • Assistance with filing of tax forms 5500-EZ and 1099-R (if required)
  • Maintenance of Plan Documents to ensure IRS-compliance
  • Provide Customized Transfer/Rollover Forms
  • Assistance with Rollover/Transfer
  • Interim Plan Amendments as required by the IRS
  • Turnkey Process for Solo 401k Bank Account
  • Calculation of Annual Contribution Amounts
  • Post-PPA Documents
  • State-of-the-art Client Portal

What our clients are saying:

Ben D.

In my opinion, anyone that owns their own business should have a Solo 401K, and I would highly recommend Sense Financial – you will not be disappointed!

Ben D. – Spokane, WA 

big_1448399220 avatar michaelle

Sense Financial made the entire process extremely easy and they have been very responsive. I’ve recommended them to many people already.

Michael L. – Humble, TX 


Dmitriy and his staff were consummate professionals. I rolled my Solo 401 (k) into a Self Directed Solo 401 (k). Dmitriy handled it smoothly and confidently…

Mindy Jensen – Longmont, CO
BiggerPockets Community Manager

Alternate investment options with your self-directed account:

Real Estate

Precious Metals

Private Business

Stocks & Bonds

Private Lending


Investments That Make Sense!

It’s Your Money. It’s Your Future. Invest Your Way.

Our expert team is always ready to answer you! Give us a call at (949) 228-9394. You can email us at