See How Much Your Referrals Are Worth

See What Referring 401(k) Plans Is Worth

When you refer a client to PlanForge, you earn up to 20% revenue share for every plan that goes live. Use this calculator to see what a handful of referrals per year could mean for your practice.

Our partner program is built for CPAs, financial advisors, payroll providers, and anyone who works closely with small business owners. You keep doing what you do best while your clients get a net-zero cost 401(k) plan powered by SECURE Act 2.0 tax credits.

It does not stop at business referrals. When you refer another professional to our partner program and they start sending plans, you earn 2.5% of the revenue their referrals generate for up to 3 years. The more partners in your network, the more that 2.5% adds up.

Adjust the sliders below and see your projected earnings on direct business referrals. When you are ready, schedule a partnership call or learn more about the program.

Plans You Refer Per Year 3

115

Avg Employees Per Plan 25

1075

Revenue Share Tier Growing (10%)

520

Optimized Plan Design +66% Revenue

What is Optimized? Standard safe harbor plans treat every dollar the same. Optimized plans use IRS-approved cross-testing and age-weighted strategies to direct significantly more tax-deductible contributions toward business owners, often 5-8x what a standard plan allows. Your clients save more, your referrals carry more impact, and plan fees reflect the advanced actuarial design required. The 66% shown here is a strong baseline, but actual results will vary based on plan testing and calculations.

Your Year One Earnings

$3,350

$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

$375,000

Up to $125,000 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 $125,000 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

Interested in becoming a PlanForge partner?

Earn passive revenue while helping your clients save on taxes. Let's talk.

Start Your Partnership Conversation

Full Name

Firm / Company Name

Phone (optional)

Type of Practice (optional)

Clients with 15-75 W-2 Employees (optional)

How did you hear about PlanForge? (optional)

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This calculator shows preliminary estimates for illustration purposes only. Actual revenue share amounts vary based on plan size, employee count, and partnership tier. Revenue share applies to first-year administrative fees on plans you refer. Please contact PlanForge for full partnership terms and details.

Partner Revenue Calculator