$199 Self-Directed IRA Annual Fee

$899 Self-Directed Solo 401(k)

We help you save over 50% compared to most custodians.

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Our fees are not like most self-directed IRA custodians' fees. Our annual IRA fee is per asset, not based on the value of your account. Why should you be charged more as your account grows? 

Our Solo 401(k) Plan Document and Recordkeeping Platform including all premium features have a flat annual fee. We make it simple.

Download fee schedule

SOLO 401(K) PLAN ANNUAL FEE
Plan Document and Recordkeeping Platform
$899
Plan Restatements and Online Preparation of IRS form 5500-EZ
$0
All Solo 401(k) premium features are included with the plan document fee billed annually.
IRA ANNUAL RECORDKEEPING FEE (Traditional, Roth, SEP, SIMPLE)
Minimum Recordkeeping Fee* (fee includes your cash account and one asset)
$199
Additional Asset (per year)
$75
The Annual Fee is billed semi-annually. Examples: An account with one asset: $99.50 semi-annually / An account with two assets: $137.00 semi-annually.
IRA TRANSACTION SERVICE FEES
Transaction fees are charged upon submission of form. Your transaction will not be processed unless fee(s) are paid.
Account Establishment One-Time Fee
$100
Partial Transfer Out*
$25 per transfer
Full Termination*
$250
Purchase, Sale or Exchange of Non-Real Estate Asset (per asset)
$50
Purchase, Sale, or Exchange of Real Estate Asset (includes earnest money and non-recourse loan if applicable)
$175
ACH Transfers: Incoming or Outgoing
$0
Wire Transfers: Incoming and Outgoing (per item)
$30
Checks (includes all check requests)
$10
Overnight Delivery via FedEx
$30
Cashier’s or Other Official Bank Check
$30
Special Services (e.g., research of closed assets or accounts, legal research, special handling of transaction)
$100 per hour
Returned Items of Any Kind and Stop Payments
$30 per item
Reprocessing of Incomplete Documents (5498 and 1099R)
$100 per item
Notary Service (per document)
$15
Re-Registration of Assets: Outgoing* and In-Kind Distributions*
$100 per item
Conversion of Existing Assets
$50 per asset