Pricing
One new audit client pays for many years of the list
One state or region from $390 a year at the founding price, nationwide $1,490, or free for three months as one of two Founding Firms per state or region. 30-day money-back guarantee.
Your state or region
$390 per year
Founding price until March 31, 2027 · regular $490
- One of 6 large states or 6 regions of smaller states
- Forecast list, watch list, new large plans, auditor market
- Online list with map, monthly e-mail update, PDF report and CSV
- Company phone, business address and original filing for every plan
- Up to 10 team members included, follow-up dates with e-mail reminders
Recommended
Nationwide
$1,490 per year
Founding price until March 31, 2027 · regular $1,990
- For firms with clients in several states
- All 50 states and DC: 2,026 plans
- Everything in the state package, incl. company details and up to 10 team members
- National auditor market and new large plans
Several offices
+30% per office
of the package price for each additional office · e.g. two offices on one state package: $507 per year at the founding price
- Any package above, for firms with several offices
- Each additional office gets its own access, team and status tracker
- Up to 10 team members per office included
- We confirm the price by e-mail before you pay
Founding Firms
$0 for three months
six months with a short written feedback · 2 places per state or region
- The full service for one state or region, your whole office
- No payment details; it ends by itself
- In return: a short written feedback, no calls
What happens when you reserve
- You reserve now with your firm name and business e-mail. The founding price is held for you; nothing is charged today.
- We e-mail you a secure payment link as soon as online checkout opens. Paddle is our Merchant of Record: it handles the payment and issues your invoice, including any sales tax. You can simply ignore the link.
- Your access link arrives by e-mail right after payment: the online list, PDF report, CSV files and monthly updates. Nothing to install.
- 30-day money-back guarantee from the day you pay: use our contact form and we refund the full amount.
Several offices or a national firm? Ask for a firm-wide quote - each additional office gets its own access and team, at 30% of the package price. Questions about billing: FAQ.
Return on the list
What a first audit is worth
A first-year 401(k) audit is a recurring engagement. Set your own assumptions; the result is an illustration, not a promise.
New audit clients1.1
Annual fees, recurring$14,000
Versus the founding price36×
90 plans × 30% × 4% = 1.1 clients × $13,000
Founding price $390 per state or region, $1,490 nationwide. Median reported audit fee for 401(k) plans with 100-199 participants: $12,900 per year (964 plans that report the fee, plan year 2024; middle half $9,500-$16,800).