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Case studies

Case studies

Case studies

How Service Professionals doubled their 401(k) participation rate

How Service Professionals doubled their 401(k) participation rate

How Service Professionals doubled their 401(k) participation rate

From 3-fold growth in participation to a new way to recruit and retain talent, we share more about how we're helping Service Professionals hit their goals.

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Read full case study
Read full case study

Ideal Fulfillment Sets Up Workers for Success With Retirement Benefits

Ideal Fulfillment Sets Up Workers for Success With Retirement Benefits

Ideal Fulfillment Sets Up Workers for Success With Retirement Benefits

Retirement wasn’t resonating—until Ideal Fulfillment found a better fit. Here's how we’re helping their team think long-term.

Read full case study
Read full case study
Read full case study

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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.

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, 137 Grand Street, 4th Floor, New York, NY 10013. 855-800-8322

© 2025 Basic Capital. All rights reserved

SOC 2

TYPE 2

Join the Basic Capital community

Get started
About us

About

Founding manifesto

FAQ

How it works

Contact us

Careers

Operating principles

Open roles

Learn

Get to know Basic Capital

Compare Basic Capital

Wealth building

401(k) Resources

Legal

Privacy policy

Terms of service

Cookies 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.

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, 137 Grand Street, 4th Floor, New York, NY 10013. 855-800-8322

© 2025 Basic Capital. All rights reserved

SOC 2

TYPE 2

Join the Basic Capital community

Get started
About us

About

Founding manifesto

FAQ

How it works

Contact us

Careers

Operating principles

Open roles

Learn

Get to know Basic Capital

Compare Basic Capital

Wealth building

401(k) Resources

Legal

Privacy policy

Terms of service

Cookies 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.

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, 137 Grand Street, 4th Floor, New York, NY 10013. 855-800-8322

© 2025 Basic Capital. All rights reserved

SOC 2

TYPE 2