Reviews
Customer Review Ratings
Average of 70 Customer Reviews
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Review fromGary B
Date: 07/31/2025
5 starsI have been a client of **** ****** and the My Solo 401 K team for the past 6 years. they have been on top of their game at every request I have made. But more importantly they alerted me to important aspects of my investing that I was missing. I HIGHLY RECOMEND THEM . IN ADDITION TO THEIR COMPETENCE IN FINANCIAL MANNERS-- THEY ARE RELATIONAL VERY EASY TO DEAL WiTH. Trustworthy, competent, timely waht more could i ask for.
My Solo 401k Financial LLC
Date: 08/01/2025
Thank you.Review fromJen L
Date: 06/22/2025
5 starsOutstanding Support and Expertise!Ive had a fantastic experience working with My Solo 401k Financial. Their team has been incredibly responsive, knowledgeable, and thorough every step of the way. I recently had some questions about coordinating my Solo 401(k) contributions with my Defined Benefit Plan, and their guidance was detailed and clear.I especially appreciate their easy-to-use support portal and how efficiently their contribution team helps calculate allowable contributions based on each individuals situation.If you're looking for a reliable, professional, and client-focused Solo 401(k) provider, I highly recommend My Solo 401k Financial. Their service truly deserves five stars!My Solo 401k Financial LLC
Date: 06/24/2025
Thank you.Review fromGonzalo G
Date: 06/22/2025
5 starsGreat products, great service; I could not recommend them moreMy Solo 401k Financial LLC
Date: 06/24/2025
Thank you.Review fromBob L
Date: 06/20/2025
5 starsLong term client and always impressed with the insights, assistance and response times My Solo 401K Financial provides me as a small business owner. Highly recommended for your 401K services!My Solo 401k Financial LLC
Date: 06/24/2025
Thank you.Review fromMeg D
Date: 05/20/2025
5 starsI was pleased with their efficient set up process. For small business owners, this is a great option. The fees are very reasonable, the team helps maintain compliance docs, and the flexibility of investment choices is value-accretive.My Solo 401k Financial LLC
Date: 05/22/2025
Thank you.Review fromGary J
Date: 04/16/2025
5 starsI am thoroughly impressed with the process and the service provided. I was able to open a new Solo401k in one day and fund it on the next business day. For anyone with a small business, this is the way to go. The fees are very reasonable to get this done the right way, and also provide maximum flexibility for investment options.My Solo 401k Financial LLC
Date: 04/21/2025
Thank you.Review fromJohn G
Date: 02/10/2025
5 starsIn the complex world of **************** creation My Solo 401k has done a great job while handholding when required. Far better prices than the competition and even a free weekly session that anyone can join is great.My Solo 401k Financial LLC
Date: 02/17/2025
Thank you.Review fromRoger H
Date: 02/07/2025
5 starsThis process was super easy. I used a ROBS to fund my business. My Solo 401k Financial LLC took care of everything step by step. The process was quicker than I expected. I'm not a financial or business expert by any means, and I have to trust that everything was done correctly. But they made it easy to complete. From the initial application with My Solo 401k Financial LLC to when my business was funded took only 12 days. If you want to use retirement funds to fund a business, My Solo 401k Financial LLC is a great way to go.My Solo 401k Financial LLC
Date: 02/17/2025
Thank you.Review fromCraig F
Date: 01/26/2025
5 starsIn today's day and age, one of the most frustrating things to deal with is a chat bot instead of real person whenever you have a customer support issue, especially when it comes to something like 401ks. Every individual that I have interacted with at this company has been extremely knowledgeable and easy to work with. Very refreshing to work with them, I have no issue taking the time out of my day to write this review because it is well deserved.A specific example of this is when I had a question revolving around filling form 8881 in relation to 401ks. While this is something they easily could have pushed off or told me to consult an advisor or point me to a generic ******* video, they actually had concrete resources to help walk me through the process. The best part is that they had nuanced advice for different situations that I could be in depending on my business structure. What really stood out to me was the attention to detail in their resources. Highly recommend to anyone who is interested in starting their own solo401k.My Solo 401k Financial LLC
Date: 01/29/2025
Thank you.Review fromEric S
Date: 12/19/2024
5 starsI was looking for a way to fund my new franchise business. I learned about the **** program through my franchise advisor. He did suggest another company to handle to the process, but it was very expensive. After some searches and interviews I put all of the information together and decided to to with Mysolo 401k. Their price was much lower than what others had quoted. They advised me on what to expect and made me believe that the price they were charging would not come with any additional fees or surprises. They delivered on their promise. There are plenty of places where this type of transaction can come off the rails and when there were questions I got the answers and kept the process going. I was able to get my franchise funded and I am open for business just like I had planned.
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