Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 3 Ratings

Total 2.5 out of 5 stars
ease 3.5 out of 5 stars
features 2.5 out of 5 stars
design 2.5 out of 5 stars
support 2.5 out of 5 stars

Alternatives to Consider

  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • SurePayroll Reviews & Ratings
    4.3 out of 5 stars 853 Ratings
    Company Website for SurePayroll
  • Monarch Money Reviews & Ratings
    4.9 out of 5 stars 139,855 Ratings
    Company Website for Monarch Money
  • GroupTogether Reviews & Ratings
    4.6 out of 5 stars 4,887 Ratings
    Company Website for GroupTogether
  • eToro Reviews & Ratings
    4.0 out of 5 stars 32,417 Ratings
  • iPlum Reviews & Ratings
    4.5 out of 5 stars 9,148 Ratings
    Company Website for iPlum
  • North One Reviews & Ratings
    4.5 out of 5 stars 5,042 Ratings
    Company Website for North One
  • Cadebill Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for Cadebill
  • Seertech Reviews & Ratings
    4.6 out of 5 stars 15 Ratings
    Company Website for Seertech
  • Gemini Credit Card Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Gemini Credit Card

What is Ocho Solo 401k?

The Ocho Solo 401k provides exceptional tax advantages for entrepreneurs, standing out from all other retirement plans. Participants can contribute up to $61,000, benefiting from tax-free growth across a variety of asset classes. With a focus on user experience, Ocho makes it easy to manage your solo 401k, enabling you to set up your account, contribute funds, and invest directly via a simple, intuitive dashboard. Creating a solo 401k with Ocho is remarkably straightforward and can be accomplished in less than ten minutes, as they take care of all required paperwork and administration for you, which removes the inconvenience of managing separate banking and brokerage accounts. Investors have the flexibility to allocate their funds into traditional assets like stocks, mutual funds, and ETFs, or they can take advantage of checkbook control to directly invest in alternative assets such as real estate, cryptocurrency, and private equity, offering a wide array of options to enhance their financial growth. With Ocho, the journey to establishing a robust retirement plan becomes not only attainable but also adaptable, addressing the specific needs of every entrepreneur. Ultimately, Ocho empowers business owners to take charge of their financial futures with confidence and ease.

What is Guideline?

Small business owners can easily access a straightforward and budget-friendly 401(k) plan. Our mission is to ensure that every small business has the opportunity to provide a 401(k) that helps employees build a retirement they can look forward to. We seamlessly integrate with leading payroll providers, manage plan administration, and offer affordable mutual fund choices. Unlike other 401(k) plans, we do not impose extra fees on investments. We stand out by handling administration, compliance testing, recordkeeping, and other essential tasks to simplify your responsibilities. Our service is comprehensive, taking care of everything from employee onboarding to compliance testing, government filings, and meticulous recordkeeping. We pride ourselves on predictable pricing, charging a single, all-inclusive fee that starts at $39 per month plus $8 for each participating employee, with no hidden setup or investment costs. Furthermore, our full payroll integration ensures that employee data is automatically synced, enhancing efficiency and accuracy in managing retirement contributions. This way, small businesses can focus on growth while we manage their retirement needs.

Media

Media

Integrations Supported

Integrations Supported

BambooHR
OnPay

API Availability

API Availability

Pricing Information

$299 per year

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Ocho

Company Location

United States

Company Website

ocho.com/solo401k

Company Facts

Organization Name

Guideline

Company Location

United States

Company Website

www.guideline.com

Categories and Features

401(k)

Not specified

Categories and Features

401(k)

Not specified

Popular Alternatives

iTrustCapital Reviews & Ratings

iTrustCapital

5.0 out of 5 stars

Popular Alternatives

Alto CryptoIRA Reviews & Ratings

Alto CryptoIRA

Alto
2.0 out of 5 stars