1ShareBuilder 401k plan expenses range from 23% to 68% less than the industry average at various
data points from a $50K
plan with 6 participants to a $100M plan with 2,000 participants based on 401(k) Averages Book 2023 Data and
Custom
Benchmarking report prepared for ShareBuilder Advisors. Cost comparisons are based on plan assets and number
of
participants and reflect core on‐going 401(k) plan expenses that a company and/or its employees can expect to
incur as a
percentage of assets with most any 401(k) plan. This includes administration, recordkeeping, tax filing prep
documents,
plan testing, fund expense ratios, and other investment costs passed on to every participant to service the
plan. It
does not include unique employee-initiated transactions such as loans, distributions or employer transactions
such as
plan amendments. ShareBuilder 401K pricing is based off of standard pricing rates for our typical Safe Harbor
401(k)
plan design. This claim is not applicable to solo 401(k) plans.
*ShareBuilder 401k does not offer tax or legal advice. Consult with your tax or legal advisor before engaging
in specific
strategies.
For additional offer details and terms, please click
here.
Investment advisory services are offered by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. For more details on our services, read our Customer Relationship Summary and ADV-II.
Brokerage, Clearing, and Execution Services are provided by Mid-Atlantic Clearing & Settlement Corporation and NewEdge Securities, Inc., members FINRA/SIPC.
Directed recordkeeping and/or custodial services will be provided by ShareBuilder Trust LLC, Ascensus, LLC, or Ascensus Trust Company, respectively, subject to the Employer entering into contractual agreements with said providers. Neither Ascensus, LLC nor Ascensus Trust Company are affiliated with ShareBuilder Advisors LLC. ShareBuilder Trust LLC and ShareBuilder Advisors LLC are separate but affiliated entities, under common control of parent company ShareBuilder Inc.
ShareBuilder 401k is the marketing name of ShareBuilder Advisors, LLC. © 2019-2026 ShareBuilder Inc. All rights
reserved.
ShareBuilder Advisors, LLC. 801 Second Avenue, Suite 1400, Seattle, WA, 98104