**Limited time offer:** Sign before August 31st, 2026 and claim $0 base fees until the end of the year for eligible Safe Harbor Plans3

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Patriot has partnered with Vestwell to offer a customizable, streamlined, and affordable retirement plan for your workforce. Join more than 500,000 businesses across all 50 states enabled by Vestwell’s modern savings platform.

**Sign within 48 hours and we’ll also waive your setup fee4.**

- 500K+ businesses enabled
- 2M active savers
- $50B+ assets saved across all 50 states

### Solo(k)

A 401(k) for self-employed individuals.

$80 USD/month

#### Including:

- ✓ Dedicated service team  
- ✓ $23,500 contribution limit  
- ✓ Preset plan designed features  
- ✓ Contribute as both “employee” and “employer”

### Starter(k)

A simplified 401(k) for first-time plans.

$39 USD/month

Participant Fee

+$8/month per active participant

#### Including:

- ✓ Dedicated service team  
- ✓ $6,000 contribution limit  
- ✓ Preset plan designed features  
- ✓ No employer contributions

### Basic

A flexible 401(k) for businesses that want more options as they grow.

$80 USD/month

Participant Fee

+$8/month per active participant

#### Including:

- ✓ 1:1 onboarding contact  
- ✓ $24,500 contribution limit  
- ✓ Traditional and Safe Harbor Plan Designs  
- ✓ Employer contributions

### Full Service

Our most popular option for new and transferring plans, with expanded plan features.

$100 USD/month

Participant Fee

+$8/month per active participant

#### All Workplace features, and...

- ✓ Plan Design Consultation Available with Vestwell Specialist  
- ✓ Plan transfer support  
- ✓ Enhanced profit sharing and employer match options  
- ✓ Additional vesting abilities

### Live plan tracking

See participation and savings progress in real time from your employer dashboard or the Vestwell mobile app.

### Built-in tax savings

Take advantage of federal tax credits that can cover most—or all—of your plan costs, helping your business and employees save more.

### Dedicated support

From setup to compliance and beyond, you’ll work with a dedicated team that knows your business and your plan.

### Multilingual platform

Our platform supports 18 languages, with call support in 240+, so every employee can save confidently in the language they know best.

### Easy setup in minutes

Connect your Patriot payroll account and launch your plan in under 30 minutes—no paperwork, no back-and-forth.

### Automatic payroll submissions

Every time you run payroll, employee contributions sync automatically—no manual uploads or missed deductions.

### Always up to date

From new hires to savings rate changes, your plan stays up to date without extra effort.

> I wear many hats, and I can’t afford to just add layers and layers of administration onto my plate. That’s why I really appreciated the _seamless integration between Vestwell and Patriot._

### Lets see your potential savings!

If you start a qualified retirement plan with auto-enrollment, you may qualify to earn more than $150,000 in tax credits over a three-year period.

### Notes

1 Vestwell, 2024 Saving Trends Report, www.vestwell.com/read/2024-saving-trends-report.

2 Average of Vestwell funded plans between 2021 and 2023.

3 $0 base fee applies for the first six months of the active plan for all Intuit Customers that execute a new Vestwell services agreement by August 31st, 2026. After 6 months, standard base fees for each plan will apply. Additional fees may apply including investment advisory and fees record keeping services.

4 Sign our services agreement with 48 hours to be eligible for a waived set up fee.