Great service. Please think about phone service for existing customers The team is very knowledgeable and patient with ignorant customers like me. Ability for existing customers to talk over phone (even if it is for a small hourly fees) would be a great feature that you should seriously think about. This will grow your business because most Self-employed biz. and CPA do not usually understand the complexities of Solo 401k plans.

Great Fiduciary! Experience with Nabers Group for our Solo401K Trust has been excellent. Their support is superb, and have been very helpful on multiple occasions when we had questions as a newbie. They even alerted us to a pending liquidity issue with Gemini's Crypto Earn program, allowing us to pull our funds out before they got locked from withdrawals! Great Solo401K Trust provider.... don't think twice.

Rachel is amazing in getting to the… Rachel is amazing in getting to the point and explaining about solo 401K

Initial call was good but downhill from there… Initial call was good but downhill from there. Canned email responses to questions. Very little assistance after payment was made. Solera is a joke and a waste of time. Titan makes up for that somewhat. The differences between the two are striking. I submitted an app on the website for Gemini. No confirmation or correspondence at all until I received an email that my app was being put on hold. By then I had already opened a Kraken account. I would have done more buinsess with you including my IRA, but that's not happening.

It requires more knowledge than a… It requires more knowledge than a casual read to know the meaning of the vast paperwork we must sign. It's disruptive to have to stop & email each question for an answer in order to proceed. Even then, I'm not sure I understand the implications.