Pricing

Simple, transparent pricing. Choose the plan that fits your business.

Spark

Platform access for incorporation customers

$20/quarter
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What's included

  • Platform access & dashboard
  • Document library
  • Incorporation services
  • Secure client portal
Most Popular

Nova

Full ROBS setup + ongoing plan administration

$500/quarter
One-time setup fee$5,000
Setup credits included$250
Quarterly credit allowance$50/qtr
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What's included

  • Everything in Spark
  • ROBS 401(k) setup & transaction
  • C-Corp formation & EIN
  • Plan administration & compliance
  • Quarterly prohibited transaction reviews
  • Annual Form 5500 filing support
  • 409(A) valuation coordination
  • $250 in setup credits
  • $50 quarterly credit allowance

Titan

Premium ROBS plan with more credits

$750/quarter
One-time setup fee$5,000
Setup credits included$250
Quarterly credit allowance$150/qtr
Get Started

What's included

  • Everything in Nova
  • Priority support
  • $150 quarterly credit allowance
  • Dedicated compliance advisor

Need More Credits?

Purchase credit packs for additional platform services. 1 credit = $1 — no conversion math.

Starter

$100

100 credits

 

Growth

$225

250 credits

10% off

Professional

$400

500 credits

20% off

Platform Services

Use your credits toward these ongoing services.

Registered Agent Renewal

Compliance

$125

Annual Report Filing

Compliance

$75

State Compliance Filing

Compliance

$50

Document Amendment

Legal

$100

Additional Document Generation

Operations

$25

Form 5500 Filing

Compliance

$150

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