The 401(k) of choice for the next generation of plan advisors

The 401(k) of choice for the next generation of plan advisors

The 401(k) of choice for the next generation of plan advisors

Scale your retirement plan practice with a platform built for where the industry is headed tomorrow.

Basic Capital offers institutional-grade capabilities wrapped in modern technology, designed specifically for advisors building differentiated practices.

Show your clients something they haven’t seen before

Your clients expect more from their 401(k) than another legacy interface and captive investment menus. Basic Capital delivers more plan flexibility and investment options to differentiate your offering and strengthen your client relationships.

Open architecture

True open architecture that lets you build investment lineups reflecting your expertise, not our product shelf. Select from over 6,000 ETFs and mutual funds to create portfolios that align with your investment philosophy and your clients' goals.

Open architecture

True open architecture that lets you build investment lineups reflecting your expertise, not our product shelf. Select from over 6,000 ETFs and mutual funds to create portfolios that align with your investment philosophy and your clients' goals.

Open architecture

True open architecture that lets you build investment lineups reflecting your expertise, not our product shelf. Select from over 6,000 ETFs and mutual funds to create portfolios that align with your investment philosophy and your clients' goals.

Easy set up

Easily set up, manage, and maintain multiple plans with tools designed to simplify administration and automate compliance.

Easy set up

Easily set up, manage, and maintain multiple plans with tools designed to simplify administration and automate compliance.

Easy set up

Easily set up, manage, and maintain multiple plans with tools designed to simplify administration and automate compliance.

Advisor-grade platform

Advisor-grade platform with all of the tools and features you expect, with an expanded investment universe and an embedded brokerage window that creates higher plan participation.

Advisor-grade platform

Advisor-grade platform with all of the tools and features you expect, with an expanded investment universe and an embedded brokerage window that creates higher plan participation.

Advisor-grade platform

Advisor-grade platform with all of the tools and features you expect, with an expanded investment universe and an embedded brokerage window that creates higher plan participation.

Differentiate your practice beyond price

Basic Capital is a fully-bundled solution that saves you time and money.

Differentiate your practice beyond price

Basic Capital is a fully-bundled solution that saves you time and money.

Differentiate your practice beyond price

Basic Capital is a fully-bundled solution that saves you time and money.

Stand out with

More investing power with our innovative Retirement Mortgage that completely re-thinks the math of retirement. Participants get $5 of investing power for every $1 they invest.

Single stock allocations empower participants to express single stock positions within a fully embedded brokerage window.

Alternative investment access that sophisticated demand, delivered by a platform that has been on the forefront of alternative assets in 401(k)s

401(k) plan
Qualified Investment Alternatives
Target date funds
Brokerage Window
Single name stocks
Alternatives
Crypto
Custom private investments
401(k) plan
Qualified Investment Alternatives
Target date funds
Brokerage Window
Single name stocks
Alternatives
Crypto
Custom private investments
401(k) plan
Qualified Investment Alternatives
Target date funds
Brokerage Window
Single name stocks
Alternatives
Crypto
Custom private investments

We don’t compete with your business, we help grow it

We don't compete with you for advisory relationships. We don't push proprietary funds and we don't complicate your fee structure with opaque charges.

We don’t compete with your business, we help grow it

We don't compete with you for advisory relationships. We don't push proprietary funds and we don't complicate your fee structure with opaque charges.

We don’t compete with your business, we help grow it

We don't compete with you for advisory relationships. We don't push proprietary funds and we don't complicate your fee structure with opaque charges.

Direct fee billing keeps compensation transparent and professional. Bill advisory fees directly from participant accounts with clear documentation and straightforward processing.

Direct fee billing keeps compensation transparent and professional. Bill advisory fees directly from participant accounts with clear documentation and straightforward processing.

Direct fee billing keeps compensation transparent and professional. Bill advisory fees directly from participant accounts with clear documentation and straightforward processing.

Transparent pricing with no revenue sharing arrangements that create conflicts. Your clients know what they're paying, you know what you're earning, and everyone can focus on outcomes instead of fee archaeology.

Transparent pricing with no revenue sharing arrangements that create conflicts. Your clients know what they're paying, you know what you're earning, and everyone can focus on outcomes instead of fee archaeology.

Transparent pricing with no revenue sharing arrangements that create conflicts. Your clients know what they're paying, you know what you're earning, and everyone can focus on outcomes instead of fee archaeology.

Modern infrastructure that integrates with your existing workflows rather than forcing you to adapt to ours. API access, automated reporting, and responsive support that treats you like a partner, not a transaction.

Modern infrastructure that integrates with your existing workflows rather than forcing you to adapt to ours. API access, automated reporting, and responsive support that treats you like a partner, not a transaction.

Modern infrastructure that integrates with your existing workflows rather than forcing you to adapt to ours. API access, automated reporting, and responsive support that treats you like a partner, not a transaction.

How we compare

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How we compare

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How we compare

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Capability
Capability
Basic Capital
Basic Capital
Fintech Recordkeepers
Fintech Recordkeepers
Legacy Providers
Legacy Providers
More Investing Power through the Retirement Mortgage
More Investing Power through the Retirement Mortgage
Open Architecture Investment Menu
Open Architecture Investment Menu
Embedded brokerage window
Embedded brokerage window
Dedicated recordkeeper, not competing for advisory clients
Dedicated recordkeeper, not competing for advisory clients

© 2025 Basic Capital. All rights reserved, Privacy Policy, Terms of Service, Cookie Policy

No communication by Basic Capital Group Inc. ("BCG"), or any of its affiliates (collectively, "Basic Capital"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice, except for specific investment advice that may be provided by Basic Capital Advisors, LLC pursuant to a written advisory agreement between such entity and the recipient.

The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor’s individual circumstances and objectives. Investors should carefully consider their investment objectives and risks, as well as charges and expenses of Basic Capital before investing. Basic Capital investments should only be part of your overall investment portfolio. Basic Capital financing is structured as preferred equity, not a loan. Basic Capital is not a lender, and this is not a lending product. Upon liquidation of your position, Basic Capital receives 5% of gains in addition to the return of invested capital.

This website provides preliminary and general information about the Securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials.

Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that Basic Capital believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefore.

Basic Capital is not a bank. Certain services are offered through Plaid, Fragment, Apex and Footprint and none of such entities is affiliated with Basic Capital. By using the services offered by any of these entities you acknowledge and accept their respective disclosures and agreements, as applicable.

Articles or information from third-party media outside of this domain may discuss Basic Capital or relate to information contained herein, but Basic Capital does not approve and is not responsible for such content.

The description of our investment policy and eligibility criteria is provided solely to outline the parameters of our platform and the types of assets it may support. This information is for informational purposes only and should not be construed as investment advice, a recommendation, or an offer to buy or sell any security. Participation decisions are the sole responsibility of each investor, who should rely on their own judgment and, where appropriate, the advice of independent professional advisers.

Our site uses a third party service to match browser cookies to your mailing address. We then use another company to send special offers through the mail on our behalf.

Basic Capital, 52 Walker Street, 5th Floor, New York, NY 10013. 855-800-8322

© 2025 Basic Capital. All rights reserved, Privacy Policy, Terms of Service, Cookie Policy

No communication by Basic Capital Group Inc. ("BCG"), or any of its affiliates (collectively, "Basic Capital"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice, except for specific investment advice that may be provided by Basic Capital Advisors, LLC pursuant to a written advisory agreement between such entity and the recipient.

The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor’s individual circumstances and objectives. Investors should carefully consider their investment objectives and risks, as well as charges and expenses of Basic Capital before investing. Basic Capital investments should only be part of your overall investment portfolio. Basic Capital financing is structured as preferred equity, not a loan. Basic Capital is not a lender, and this is not a lending product. Upon liquidation of your position, Basic Capital receives 5% of gains in addition to the return of invested capital.

This website provides preliminary and general information about the Securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials.

Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that Basic Capital believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefore.

Basic Capital is not a bank. Certain services are offered through Plaid, Fragment, Apex and Footprint and none of such entities is affiliated with Basic Capital. By using the services offered by any of these entities you acknowledge and accept their respective disclosures and agreements, as applicable.

Articles or information from third-party media outside of this domain may discuss Basic Capital or relate to information contained herein, but Basic Capital does not approve and is not responsible for such content.

The description of our investment policy and eligibility criteria is provided solely to outline the parameters of our platform and the types of assets it may support. This information is for informational purposes only and should not be construed as investment advice, a recommendation, or an offer to buy or sell any security. Participation decisions are the sole responsibility of each investor, who should rely on their own judgment and, where appropriate, the advice of independent professional advisers.

Our site uses a third party service to match browser cookies to your mailing address. We then use another company to send special offers through the mail on our behalf.

Basic Capital, 52 Walker Street, 5th Floor, New York, NY 10013. 855-800-8322

© 2025 Basic Capital. All rights reserved, Privacy Policy, Terms of Service, Cookie Policy

No communication by Basic Capital Group Inc. ("BCG"), or any of its affiliates (collectively, "Basic Capital"), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice, except for specific investment advice that may be provided by Basic Capital Advisors, LLC pursuant to a written advisory agreement between such entity and the recipient.

The accounts, strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular account or investment strategy will depend on an investor’s individual circumstances and objectives. Investors should carefully consider their investment objectives and risks, as well as charges and expenses of Basic Capital before investing. Basic Capital investments should only be part of your overall investment portfolio. Basic Capital financing is structured as preferred equity, not a loan. Basic Capital is not a lender, and this is not a lending product. Upon liquidation of your position, Basic Capital receives 5% of gains in addition to the return of invested capital.

This website provides preliminary and general information about the Securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials.

Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that Basic Capital believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefore.

Basic Capital is not a bank. Certain services are offered through Plaid, Fragment, Apex and Footprint and none of such entities is affiliated with Basic Capital. By using the services offered by any of these entities you acknowledge and accept their respective disclosures and agreements, as applicable.

Articles or information from third-party media outside of this domain may discuss Basic Capital or relate to information contained herein, but Basic Capital does not approve and is not responsible for such content.

The description of our investment policy and eligibility criteria is provided solely to outline the parameters of our platform and the types of assets it may support. This information is for informational purposes only and should not be construed as investment advice, a recommendation, or an offer to buy or sell any security. Participation decisions are the sole responsibility of each investor, who should rely on their own judgment and, where appropriate, the advice of independent professional advisers.

Our site uses a third party service to match browser cookies to your mailing address. We then use another company to send special offers through the mail on our behalf.

Basic Capital, 52 Walker Street, 5th Floor, New York, NY 10013. 855-800-8322