Compare Basic Capital to other 401(k) providers
Side-by-side comparisons of plan operations, investment choice, compliance tooling and switching. Pick a provider to start.
Basic Capital vs.
Basic Capital is better for teams that want an AI assistant for plan data, continuous compliance monitoring and automated compliance remedy.
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Basic Capital vs.
Basic Capital is built for employers that want recordkeeping, administration, payroll coordination and proactive compliance workflows in one service relationship.
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Basic Capital vs.
Basic Capital is better for teams that want investment flexibility, mega backdoor Roth support and a brokerage window.
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Basic Capital vs.
Basic Capital is better for teams that want advanced tax strategies, open-architecture investing, a brokerage window and AI reporting on plan data.
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Basic Capital vs.
Basic Capital is better for teams that want advanced tax strategies, an open investment menu and a built-in brokerage window.
See the comparison →
Basic Capital vs.
Basic Capital is better for teams that want AI reporting on plan data, continuous compliance monitoring and automated compliance remedy.
See the comparison →
Basic Capital vs.
Basic Capital is better for teams that want 3(16) support from their provider, a built-in brokerage window and continuous compliance monitoring.
See the comparison →
Basic Capital vs.
Basic Capital is better for teams that want 3(16) support, a built-in brokerage window and continuous compliance monitoring.
See the comparison →
Basic Capital vs.
Basic Capital is better for teams that want mega backdoor Roth support, a brokerage window and stronger compliance tooling.
See the comparison →
Basic Capital vs.
Basic Capital is better for teams that want a full-service plan at any size, a broad fund menu with a built-in brokerage window and continuous compliance monitoring.
See the comparison →
Basic Capital vs.
Basic Capital is better for teams that want a built-in brokerage window, continuous compliance monitoring and AI reporting on plan data.
See the comparison →
Basic Capital vs.
Basic Capital is better for teams that want mega backdoor Roth support, a broad fund menu with a built-in brokerage window and continuous compliance monitoring.
See the comparison →
Basic Capital vs.
Basic Capital is better for teams that want an independent custodian, a broad fund menu with a built-in brokerage window and continuous compliance monitoring.
See the comparison →
Basic Capital vs.
Basic Capital is better for teams that want 3(16) support from their provider, a broad fund menu and continuous compliance monitoring.
See the comparison →
Plan migration should feel effortless for your team
Basic Capital offers a white glove service to support your move to our platform.
Let your old record-keeper know you're transitioning and our team will handle the rest.
Switching to Basic Capital is easy
It takes two quick steps on your end: confirm a few plan details and forward one email we write for you. Basic Capital handles everything else.
We coordinate with your current provider
We reach out directly on your behalf to shepherd your plan through the transition.
We move your assets over
We work with your old recordkeeper and custodian so your plan’s funds transfer seamlessly.
We set up your employees’ accounts
With plan details, assets and payroll integrated, every account is ready. Most plans are live in 30 to 60 days.
We cover the fees and the fine print
We'll talk through any break-up fee your old provider charges, and we carry over year-to-date contributions so employees stay within IRS limits.
