Diversity in Alternative Assets
(Real Estate, Crypto, Loans, LLCs)
How does a Self-Directed Solo 401(k) work?
How To Open A Self-Directed Solo 401(k)
Open: Complete our easy application
Fund: We will help you transfer your funds
Invest: Invest in the asset of your choice
Self-Directed Solo 401(k) Reviews
"Broad Financial helped me establish my Self-Directed 401(k), and I rolled over my traditional 401(k) and took control. I was able to enter some non-traditional investments (silver options, Bitcoin, etc.) that a traditional 401(k) will not offer due to liability. The returns have been phenomenal."
Wade B.
"I've been a long-time customer of Broad Financial and have enjoyed working with them. I feel confident that our plan is up to date and compliant. Their customer service is friendly and responsive."
Earl C.
"I opened an account with Broad several years ago and after talking to other investors - they're sorry they didn't. Broad makes things so simple and they are always there to answer questions (without all the hassle). I cannot recommend Broad Financial highly enough."
Shawn Y.
The Industry's Best Self-Directed Solo 401(k)
Free Lifetime Support
We'll be there for you with our industry-leading support team if you have any questions. See how live assistance can make a difference in your investing journey.
Industry Expertise
Our team of investment specialists has a deep understanding of all asset classes from real estate to cryptocurrency. When you want to move forward with your investment, we will find a way to make it work.
No Transaction Fees & No Asset-Based Fees
Broad's Self-Directed Solo 401(K) allows you to invest with no asset-based fees. There are no transaction fees through the custodian. This means more money in your pocket to invest and save!
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in your future?
Self-Directed Solo 401(k)
Control
You control all of your investment decisions.
Cost
You save money by avoiding asset-based fees.
Choice
You have the freedom to invest in many different types of assets.
Under 50 Contribution Limits
Up to $69,000
Up to $7,000
vs
Traditional IRA
2024 Contribution Limits
Over 50 Contribution Limits
Up to $76,500
vs
(includes $7,500 catchup limit)
Up to $8,000
Traditional IRA
(includes $1,000 catchup limit)
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Our clients trust us for
Self-Directed Solo 401Ks and more!
Find out what they have to say.
999 Reviews
999 Reviews
999 Reviews
999 Reviews
20,000+
Clients
A+
BBB Rating
$1B
Assets Under Custody
1,000
5-Star Testimonials
Self-Directed Solo 401(k) Investments
Real Estate
Cryptocurrency
Private Equity
Promissory Notes
Startups / Crowdfunding
... and many more!
10+ Years in Business
Located in the USA
Flat Fees
Lifetime Support
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