Partnership Calculator - Planforge Consulting: 401(k) Plans for Small Businesses

PlanForge Consulting

Partner Revenue Calculator

See what referring 401(k) plans means for your practice

Plans You Refer Per Year3

115

Avg Employees Per Plan25

1075

Revenue Share TierGrowing (10%)

5%20%

Your Year One Earnings

$3,313

$1,250 referral bonuses + $2,063 recurring share

Per Year (if repeated)

$3,313

with new referrals

3-Year Total

$9,938

cumulative

Total Tax Credits for Your Clients

$93,750

Up to $91,500 per plan over 5 years via SECURE Act 2.0

Referral Bonus

Earn $250 for your first qualified referral that implements a 401(k) plan, and $500 for every referral after that. Even if they don't choose PlanForge.

Revenue Share (First Year)

Earn 10% of administrative fees on every plan you refer during the first year of the plan. Starts at 5%, scales to 20% based on volume. Keep referring new plans each year to maintain your revenue stream.

Your Clients Win Too

Each client can access up to $91,500 in SECURE Act 2.0 tax credits over 5 years. Net-zero cost 401(k) plans that make you look like a hero.

Revenue Share Tiers

5% — 1-2 plans/yr

10% — 3-5 plans/yr

15% — 6-9 plans/yr

20% — 10+ plans/yr

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