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Self-Directed Solo 401(k)
Break free from contribution and investment constrains with
10x higher limits, enhanced portfolio control, and the ability to diversify your retirement in almost any asset
Ready to reach your investing potential?
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Our clients trust us for Self-Directed Solo 401(k)'s and more!
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5.0 Stars
5.0 Stars
5.0 Stars
Our clients trust us for Self-Directed Solo 401(k)'s and more!
999 Reviews
999 Reviews
999 Reviews
999 Reviews
Don't just take our word for it - find out what they have to say.
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-Directed 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!
What is a Self-Directed Solo 401(k)?
A Self-Directed Solo 401(k) consists of three main components:
Solo 401(k)
You Have Questions? We Have Answers!
Receive a free $100 off promo code with your personalized consultation
Popular Investments
Use your Self-Directed Solo 401(k) to invest in the assets you know and understand
Real Estate
Invest in residential properties, commercial business, raw land, mortgage notes, and more real estate opportunities with your Self-Directed Solo 401(k).
Private Placements
Discover emerging opportunities and invest in privately held companies, such as LLCs, private equity funds, hedge funds, startups and small businesses.
Cryptocurrency
Diversify your portfolio with digital currency and grow tax-free. Enjoy complete access to crypto in your Self-Directed Solo 401(k) and control your own private keys.
Promissory Notes
Generate a stable revenue stream by investing in promissory notes. Loan money to emerging companies and small businesses, right from your Self-Directed Solo 401(k).
2024 Contribution Limits
A Self-Directed Solo 401(k) gives you the potential to contribute 10x more than Traditional and Roth IRA plans!
Why Broad Financial?
Invest better, get answers to all of your questions, and save with client-friendly fees
#1-Rated Live Support
Our live, knowledgeable and friendly CISP-trained staff is dedicated towards your success. We'll share our expertise and answer all of your questions.
Low & Friendly Fees
Don't be punished for your investment success. Our customer-focused fees are always transparent and flat-rate, and never based on the value of your account.
Unmatched Experience
The industry leader since 2009, we have 20,000+ happy clients across all 50 states - which is reflected in our 1,000+ 5-star reviews. Learn how you can get started.
You Have Questions? We Have Answers!
Receive a free $100 off promo code with your personalized consultation
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-Directed Solo 401(k)
Discover how you can get started with an affordable and easy-to-set-up self-employed retirement plan!
Interested in a Self-Directed Solo 401(k)?
What is a Self-Directed Solo 401(k)?
A Self-Directed Solo 401(k) consists of three main components:
Solo 401(k)
2023 Contribution Limits
A Self-Directed Solo 401(k) gives you the potential to contribute 10x more than Traditional and Roth IRA plans!
Unlock Your Limitless Potential with a
Upgrade Today with 2024's Top-Rated
A retirement plan with contribution limits 10x higher than a Traditional IRA, designed for self-employed individuals or those with self-employment income without full-time employees.
Self-Directed
The ability to self-direct your investments supercharges your Solo 401(k) to invest in real estate, private placements, and much more!
Checkbook Control
Appoints you as the Administrator and Trustee of your Solo 401(k) so you can choose, place, and manage your investments in real-time.
A retirement plan with contribution limits 10x higher than a Traditional IRA, designed for self-employed individuals or those with self-employment income without full-time employees.
Self-Directed
The ability to self-direct your investments supercharges your Solo 401(k) to invest in real estate, private placements, and much more!
Checkbook Control
Appoints you as the Administrator and Trustee of your Solo 401(k) so you can choose, place, and manage your investments in real-time.
Why Should I Open a Self-Directed Solo 401(k)?
Why Should I Open a Self-Directed Solo 401(k)?
A Self-Directed Solo 401(k) provides owners with improved diversification and control than other retirement plans so that you can invest directly into:
A Self-Directed Solo 401(k) provides owners with improved diversification and control than other retirement plans so that you can invest directly into:
How to Open a Self-Directed Solo 401(k)?
2
We Create a Plan & Trust
3
Open a Checking Account
4
Fund Your Account
How to Open a Self-Directed Solo 401(k)?
5
Begin Investing
Under 50 Contribution Limits
VS
Up to $69,000
Up to $7,000
Self-Directed Solo 401(k)
Traditional IRA
Over 50 Contribution Limits
VS
Up to $76,500
Up to $8,000
Self-Directed 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-Directed 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-Directed Solo 401(k)
Traditional IRA
Over 50 Contribution Limits
VS
Up to $76,500
Up to $8,000
Self-Directed 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.
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