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$3,499
$5,999
$8,999
$12,999
We review your plan documents and coordinate directly with your recordkeeper (Fidelity, Vanguard, Empower, etc.) and TPA — so your HR team isn't the middleman.
The Independent Auditor's Report signed by a licensed CPA — ready to attach to your Form 5500.
One named professional works your engagement start to finish. Direct email and video access — no call centers, no ticket systems, no handoffs.
We test contributions, vesting calculations, eligibility enrollment, distributions, and rollovers — verifying your plan operated according to its own rules.
A plain-English summary of any issues found in your plan administration — what they are, and what to fix.
All file exchange through our encrypted, SOC-compliant portal. No email attachments. Your plan documents stay protected throughout.
We send you a clear list of exactly what we need. Most HR teams have it ready in under two hours.
We go directly to your recordkeeper and TPA.
Our team handles all testing and review. You get a short update every week.
We walk through findings on a call. You approve, we issue the report.
Solely by participant count — the number of employees enrolled in your plan at the start of the plan year. Nothing else changes the base fee.
You'll receive a customized checklist after signing up. It covers payroll records, plan enrollment data, contribution records, and statements from your recordkeeper. Most HR teams pull this together in 1–2 hours.
Yes. We communicate directly with your recordkeeper and TPA for data requests. Your team doesn't need to facilitate or follow up with them.
No — Form 5500 preparation and filing is handled by your CPA or plan administrator separately. We deliver the signed audit report that attaches to the filing, and we coordinate with whoever prepares your 5500.
8–18 business days from the date we receive your completed document list. Measured in working days from receipt of all required information — not from the engagement start date.
We'll tell you exactly what we need and in what format. If records need significant cleanup before we can start, we'll flag that upfront so there are no surprises or mid-engagement scope changes.
The flat fee covers the full audit engagement. Additional fees apply only if the client cannot provide a complete, audit-ready document list by the agreed date, resulting in delays. We'll tell you this before you sign.
