Investing with a Self-Directed Solo 401(k)
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!
Self-Directed Solo 401(k)
Control your Self-Directed Solo 401(k) with Checkbook Control and invest in Real Estate, Crypto, Small Businesses, Private Placements, and other alternative investments.
Broad Financial's Self-Directed Solo 401(k) with Checkbook Control gives you:
Control
All of your investment decisions
Cost
Save money by avoiding hefty asset-based fees
Choice
Enjoy the freedom to invest in alternative assets
Discover the power of investing with a Self-Directed Solo 401(k)
Under 50 Contribution Limits
Up to $69,000
Up to $7,000
vs
Traditional IRA
Self-Directed Solo 401(k)
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)
Self-Directed Solo 401(k)
Take advantage of higher contribution limits with your Self-Directed Solo 401(k)
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Our clients trust us for Self-Directed Solo 401(k)s & more! Find out what they have to say.
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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
Popular 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
Reach your retirement potential by upgrading to Checkbook Control!
Discover the Broad Financial advantage
Invest Smarter with a
Take advantage of higher contribution limits and the ability to invest in alternative assets with 2024's best Self-Directed Solo 401(k)
- Higher Contribution Limits
- Nearly Unlimited Investment Choices
- No Asset-Based or Transaction Fees
Self-Directed Solo 401(k)
Take advantage of higher contribution limits and the ability to invest in alternative assets with 2024's best Self-Directed Solo 401(k)
- Higher Contribution Limits
- Nearly Unlimited Investment Choices
- No Asset-Based or Transaction Fees
Self-Directed Solo 401(k)
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