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1 401(k) plans offer benefits not available through other retirement vehicles, like IRAs, such as higher contribution limits and optional employer matches

2 ShareBuilder 401k plan expenses range from 21% to 68% less than the industry average at various data points from a $50K plan with 6 participants to a $100M plan with 2,000 participants based on 401k Averages Book 2019 Data and Custom Benchmarking report prepared for ShareBuilder Advisors. Cost comparisons are based on plan assets and number of participants and reflect core on-going 401(k) plan expenses that a company and/or its employees can expect to incur as a percentage of assets with most any 401(k) plan. This includes administration, recordkeeping, tax filing prep documents, plan testing, fund expense ratios, and other investment costs passed on to every participant to service the plan. It does not include unique employee-initiated transactions such as loans, distributions or employer transactions such as plan amendments. ShareBuilder 401k pricing is based off standard pricing rates for our typical Safe Harbor 401(k) plan design. This claim is not applicable to Solo 401(k) plans.

Investment advisory services are offered by ShareBuilder Advisors, LLC, an SEC-registered investment advisor.

Brokerage and Execution Services are provided by Apex Clearing Corporation and Mid Atlantic Capital Group. Both are registered broker-dealers and members FINRA / SIPC.

ShareBuilder 401k is the marketing name of ShareBuilder Advisors, LLC.

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