List of Solo 401k Providers
Following is a list of solo 401k providers for opening a solo 401k plan also referred to as a or Individual 401k.
Checkbook Control, Alternative Investments & 401k Participant Loans
If the goal is to gain checkbook control over the solo 401k, process a solo 401k loan and invest in alternative investments such as real estate, promissory notes, private shares, tax liens, and precious metals, to name a few, the following solo 401k providers provide this service.
- My Solo 401k Financial: http://www.mysolo401k.net/
Their solo 401k plan allows for Roth solo 401k contributions and voluntary after-tax contributions
- Self-Directed Retirement Plans LLC: http://www.sdretirementplans.com/
Their solo 401k plan allows for Roth solo 401k contributions.
- Accuplan: http://www.accuplan.net/
Their solo 401k plan allows for Roth solo 401k contributions.
Alternative Investments & 401k Participant Loans
If the goal is to invest in alternative investments such as real estate, promissory notes, private shares, tax liens, and precious metals, to name a few, without checkbook control, the following solo 401k providers provide this service.
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Equity Trust Company: https://www.trustetc.com/self-directed-accounts/small-business/solo-401k
- Millenium Trust Company: http://www.mtrustcompany.com/Site-Navigation/Audience-Tabs/Individuals/Solo-401(k).aspx
- American IRA: https://americanira.com/
Solely Equities
If the goal is to invest solely in mutual funds and equities, the following solo 401k providers provide this service.
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Fidelity: https://www.fidelity.com/retirement-ira/small-business/self-employed-401k/overview
- Vanguard: https://investor.vanguard.com/what-we-offer/small-business/individual-401k
- TD Ameritrade: https://www.tdameritrade.com/account-types/specialty/small-business-retirement-plans/individual-401k.page
- Charles Schwab: http://www.schwab.com/public/schwab/investing/accounts_products/accounts/small_business_retirement/individual_401k_plans
- E-TRADE: https://us.etrade.com/retirement/individual-401k
- Ubiquity: https://www.myubiquity.com/retirement/plans/
Annuities & Mutual Funds
If the goal is to invest solely in annuities and mutual funds, the following solo 401k providers provide this service.
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Allianz Life: http://www.allianzusa.com/companies/allianz-life/
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SunAmerica: https://www.safunds.com/products/retirement-products/sunamerica-individual%28k%29.aspx
- Pacific Life: http://www.annuities.pacificlife.com/vax/home/prod...
- Nationwide: http://www.nationwide.com/401k-retirement-plans.jsp
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