(800) 395-5200

Disclaimer: All of the information contained in our website is a general discussion for informational purposes only. Broad Financial does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic or oral statement or communication by Broad Financial or its representatives, is intended to be, or may be relied as, legal, tax, investment advice, statements, opinions or predictions. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice. 

© Broad Financial, Inc. All rights reserved.

Privacy Policy

Self-Employed Solo 401(k)

Discover how you can get started with an affordable
and easy-to-set-up self-employed retirement plan

  • Save More with 10x Higher Contribution Limits
  • Enhanced Portfolio Flexibility with Alternative Investing Assets
  • Invest Quickly with Checkbook Control

As Seen In...

Empowered Clients

20000+

95%

Client Retention

$4B

Assets Under Custody

1000+

5-Star Testimonials

Diverse Investment Opportunities

Invest in alternative assets such as real estate, private placements, cryptocurrency, promissory notes, and much more.

Easy and Simple Process

After your Self-Employed Solo 401(k) is set up, you can invest in assets just by writing a check or sending a wire. That's it!

Grow More by Saving More

With higher contribution limits and no transaction fees, you can take your investments to new heights!

2024 Contribution Limits

A Self-Employed Solo 401(k) gives you the potential to contribute 10x more than Traditional and Roth IRA plans!

Ask Your Questions

Have Questions?

Get answers from a Self-Employed Solo 401(k) expert

Broad Financial Client Reviews

Completely BLOWN away by their customer service. Through the setup process and implementation, they've been amazing! Responsive, and informative, I could not recommend Broad Financial more highly.

Sean D.

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 always responsive!

Earl C.

I opened with Broad Financial years ago, and after talking to other investors, they're sorry they didn't. They make things so simple and are always there to answer my questions. I cannot recommend them enough!

Shawn Y.

Self-Employed Solo 401(k)

Discover how you can get started with an affordable and easy-to-set-up self-employed retirement plan!

2023 Contribution Limits

A Self-Directed Solo 401(k) gives you the potential to contribute 10x more than Traditional and Roth IRA plans!

Invest and Build Wealth with 2024's #1-Rated

Invest and Build Wealth with 2024's #1-Rated

Under 50 Contribution Limits

VS

Up to $69,000

Up to $7,000

Self-Employed Solo 401(k)

Traditional IRA

Over 50 Contribution Limits

VS

Up to $76,500

Up to $8,000

Self-Employed Solo 401(k)

Traditional IRA

(includes $7,500 catchup limit)

(includes $1,000 catchup limit)

2023 Contribution Limits

A Self-Directed Solo 401(k) gives you the potential to contribute 10x more than Traditional and Roth IRA plans!

2024 Contribution Limits

A Self-Employed Solo 401(k) gives you the potential to contribute 10x more than Traditional and Roth IRA plans!

Under 50 Contribution Limits

VS

Up to $69,000

Up to $7,000

Self-Employed Solo 401(k)

Traditional IRA

Over 50 Contribution Limits

VS

Up to $76,500

Up to $8,000

Self-Employed Solo 401(k)

Traditional IRA

(includes $7,500 catchup limit)

(includes $1,000 catchup limit)

Broad Financial Client Reviews

Completely BLOWN away by their customer service. Through the setup process and implementation, they've been amazing! Responsive, and informative, I could not recommend Broad Financial more highly.

Sean D.

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 always responsive!

Earl C.

I opened with Broad Financial years ago, and after talking to other investors, they're sorry they didn't. They make things so simple and are always there to answer my questions. I cannot recommend them enough!

Shawn Y.

20,000+ people like you have already signed up!

20,000+ people like you have already signed up!

Your information is secure.