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

Plans You Refer Per Year 3

115

Avg Employees Per Plan 25

1075

Revenue Share Tier Silver (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

$2,900

$1,250 referral bonuses + $1,650 revenue share

Per Year (steady state)

$6,450

3-year books stacked

3-Year Total

$14,150

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 PlanForge 401(k), and $500 for every referral after that. The business signs within 90 days of their first meeting with us, and your referral is registered up front so credit is never in question.

Revenue Share (3 Years Per Plan, Paid Quarterly)

Earn 10% of the annual administrative fee revenue on every plan you refer, paid quarterly for 12 quarterly payouts (3 years) per plan. Your tier is set by your rolling 12-month plan count and applies to your whole book each quarter. Bronze 5%, Silver 10%, Gold 15%, Platinum 20%.

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

Bronze 5% — 1-2 plans/yr

Silver 10% — 3-5 plans/yr

Gold 15% — 6-9 plans/yr

Platinum 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 provides preliminary estimates for illustrative purposes only. Actual revenue share amounts will vary based on plan size, employee count, and partnership tier. Revenue share is paid quarterly from plan administrative fees (never from plan assets) for 12 quarterly payouts (3 years) per plan; tiers re-rate quarterly on your rolling 12-month referral count. Please contact PlanForge for full partnership terms and details.