For PEOs
Bring every client a modern 401(k), customized for your team
Basic Capital lets PEOs deliver institutional-grade and flexible retirement plans across your book through pooled plans, while we handle recordkeeping, compliance, and day-to-day administration behind the scenes.
Why PEOs partner with Basic Capital
Less fiduciary and admin burden
We handle recordkeeping, participant transactions, eligibility, vesting, and compliance testing.
In-person trainings
We offer on-site sessions that help teams understand their 401(k) plan and start investing with confidence.
Embedded, white-labeled platform
Offer a 401(k) under your own brand, embedded right into your experience (the way Deel does).
Flexible, not one-size-fits-all
Customizable plan design, match formulas, and investment lineups tailored to each client, PEPs and MEPs on a single platform.
White-glove support
A dedicated team and easy, fast access to customer support for you and your clients.
Simplified filings
One Form 5500 for MEPs, PEPs, and GOPs, plus combined testing and audits.
Less fiduciary and admin burden
We handle recordkeeping, participant transactions, eligibility, vesting, and compliance testing.
Embedded, white-labeled platform
Offer a 401(k) under your own brand, embedded right into your experience (the way Deel does).
White-glove support
A dedicated team and easy, fast access to customer support for you and your clients.
In-person trainings
We offer on-site sessions that help teams understand their 401(k) plan and start investing with confidence.
Flexible, not one-size-fits-all
Customizable plan design, match formulas, and investment lineups tailored to each client, PEPs and MEPs on a single platform.
Simplified filings
One Form 5500 for MEPs, PEPs, and GOPs, plus combined testing and audits.
Built to help you grow and stand out
Built for growing teams, that want to max out
Scale new headcount
Scale new headcount
Onboard and service more employers without multiplying operations.
Onboard and service more employers without multiplying operations.
Flexible pricing
Flexible pricing
Structure your retirement offering to match your growth and revenue goals.
Structure your retirement offering to match your growth and revenue goals.
1:1 dedicated support specialist
1:1 dedicated support specialist
Support from a dedicated specialist, from a human team based out of NYC
Support from a dedicated specialist, from a human team based out of NYC
Built for advisors and PEOs
Pre-approved match formulas
Guide clients to the basic match, enhanced match, or 3% nonelective option that fits their budget.
Your brand, our engine
Offer plans under your own brand, powered by Basic Capital
Take on as much or as little as you want
Serve as the plan-design consultant, step in as the 3(38) investment fiduciary, or let Basic Capital handle the day-to-day.
One dashboard across your book
Track onboarding, investment lineups, and plan health for every client plan in a single view.
Hands on support
We carry the admin and compliance load so you stay focused on advising, not paperwork.
Education that sticks
Help employers run better plans and employees invest smarter, with guidance on strategies, saving, and long-term growth.
Pre-approved match formulas
Guide clients to the basic match, enhanced match, or 3% nonelective option that fits their budget.
Take on as much or as little as you want
Serve as the plan-design consultant, step in as the 3(38) investment fiduciary, or let Basic Capital handle the day-to-day.
Hands on support
We carry the admin and compliance load so you stay focused on advising, not paperwork.
Your brand, our engine
Offer plans under your own brand, powered by Basic Capital
One dashboard across your book
Track onboarding, investment lineups, and plan health for every client plan in a single view.
Education that sticks
Help employers run better plans and employees invest smarter, with guidance on strategies, saving, and long-term growth.