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OwnPath401k: Simplified Solo 401k Recordkeeping for CPA's, Financial Advisors & Self-Employed Professionals
Take control of your Solo 401k plan with streamlined recordkeeping solutions designed specifically for independent professionals. Whether you're a CPA serving clients, a financial advisor expanding your offerings, or a solo business owner maximizing retirement savings, OwnPath401k delivers the tools and expertise you need to stay compliant and confident.
CPAs
Save time and reduce errors with built-in IRS form generation:
  • Automatic preparation of 1099-R forms for distributions
  • 5500-EZ forms included for when plan values reach $250,000
  • Proper 1099-R coding for various distribution types (RMDs, hardship, etc.)
  • Easy access and download of forms at no additional charge
Spend less time on paperwork and more time providing valuable advice to your clients. OwnPath 401(k) simplifies your tax season workflow.
Financial Advisors
Provide your clients with access to a wide range of alternative assets:
  • Real estate investments
  • Private equity
  • Secured and unsecured loans
  • Cryptocurrency
  • Precious metals
  • Hedge funds
  • Commodities
  • Integrated CRA Accounts
And more, all allowed by IRS regulations
Diversify your clients' portfolios beyond traditional stocks, bonds, and mutual funds. Guardian Solo 401(k) opens doors to unique investment opportunities while maintaining your AUM.
Self-Employed Individuals
Manage your retirement plan confidently with easy-to-use tools, expert resources, and step-by-step guidance. Take control of your financial future without the complexity and expense typically associated with professional recordkeeping services.
Who We Serve: Tailored Solutions for Your Unique Needs
No matter your role, OwnPath401k delivers specialized solutions that address your specific challenges and goals. Our platform adapts to your workflow, integrating seamlessly with your existing processes while providing the expertise and support you need to succeed.
The OwnPath401k Advantage: Compliance Made Easy
1
Comprehensive Recordkeeping
Complete tracking and documentation for contributions, rollovers, distributions, loans, and investments. Every transaction is logged with precision, creating an audit trail that satisfies IRS requirements and gives you peace of mind.
2
Automated Forms & Documentation
Generate IRS-aligned forms and documentation automatically, eliminating manual errors and ensuring timely compliance. Our system stays updated with the latest regulatory changes, so you're always working with current requirements.
3
Advanced Features Support
Full support for in-plan Roth conversions and required filings like Form 5500-SF when applicable. Handle sophisticated plan features with confidence, knowing every detail is properly documented and reported.

Stay Audit-Ready: OwnPath401k maintains comprehensive records that meet IRS audit standards, providing you with the documentation and confidence needed to face any compliance review successfully.
Maximize Contributions, Minimize Stress
01
Current Contribution Limits
Access up-to-date guidance on 2026 IRS Solo 401k contribution limits, including catch-up contributions for participants age 50 and older. Our platform automatically updates when limits change, ensuring you never miss an opportunity to maximize savings.
02
Accurate Contribution Tracking
Track employee and employer contributions with precision for accurate tax deductions and year-end reporting. Our dual-tracking system distinguishes between contribution types, preventing costly reporting errors and maximizing your tax benefits.
03
Seamless Tax Integration
Built-in guidance for CPAs to report contributions correctly on Schedule 1, line 16, and business tax returns. Generate tax-ready reports that integrate smoothly with your existing tax preparation workflow and software.
2026 Contribution Limits
  • Employee deferral: $23,500
  • Catch-up (age 50+): $7,500
  • Total limit: $70,000 ($77,500 with catch-up)
Key Benefits
  • Maximize tax-deferred savings
  • Reduce current year taxable income
  • Build retirement wealth faster
Real Stories: How OwnPath401k Helps Professionals Like You
Angela Sticca Snyder, CPA
"OwnPath401k has completely transformed how I manage Solo 401k recordkeeping for my clients. The streamlined documentation and automated compliance tools have saved me countless hours while giving my clients the confidence that their plans are always audit-ready. It's become an invaluable part of my practice."
Financial Advisor Success Story
A mid-sized advisory firm increased client retention by 28% after implementing OwnPath401k as part of their comprehensive wealth management offering. Clients appreciated the transparent Solo 401k compliance services and holistic approach to retirement planning. The firm now manages over $45 million in Solo 401k assets with complete confidence.
Solo Entrepreneur Transformation
Mark T., an independent consultant, was spending 6-8 hours monthly on Solo 401k paperwork and worrying about compliance errors. After switching to OwnPath401k, he reduced administrative time to under 30 minutes monthly while gaining complete peace of mind. "I can focus on my business knowing my retirement plan is handled professionally," he shares.
These success stories represent just a fraction of the professionals who have discovered how OwnPath401k simplifies Solo 401k management while enhancing service quality and client satisfaction.
Seamless Integration & Expert Support
Personalized Assistance
Every OwnPath401k client is paired with a dedicated relationship manager who provides personalized assistance tailored to your business and clients. Get answers quickly, resolve issues efficiently, and receive proactive guidance on compliance matters and plan optimization strategies.

Support When You Need It: Our team is available via phone, email, and live chat during extended business hours. Average response time is under 2 hours, ensuring you're never left waiting when questions arise.
Competitive Pricing with No Hidden Fees
Transparent Pricing Model
Simple, straightforward pricing designed specifically for solo business owners and small practices. No surprise fees, no complex tier structures—just honest pricing that reflects the value we deliver. See exactly what you're paying for upfront.
All-Inclusive Service Packages
Comprehensive packages covering complete recordkeeping, ongoing compliance monitoring, expert support, and educational resources. Everything you need is included in one predictable monthly or annual fee with no add-ons or upgrades required.
Superior Value Proposition
OwnPath401k delivers specialized Solo 401k expertise, personalized support, and advanced compliance tools at competitive rates that larger providers can't match.
What's Included
  • Unlimited recordkeeping and transaction tracking
  • Automated compliance forms and documentation
  • Dedicated relationship manager support
  • Access to expert network and educational resources
  • Automated Form 5500-SF
  • Regular compliance updates and alerts
  • Secure document storage and retrieval
Cost Savings
Traditional Solo 401k administration can cost $2,000-$5,000 annually through conventional providers. OwnPath401k delivers equivalent or superior service at a fraction of that cost, with no long-term contracts required.
Get Started Today: Simple Setup, Immediate Benefits
Easy Online Signup
Complete our streamlined online application with step-by-step guidance to establish your Solo 401k recordkeeping system. The entire process takes less than 15 minutes, with clear instructions at every stage.
Free Consultation
Schedule a complimentary consultation to assess your specific needs and customize your plan documentation. Our experts will review your situation and recommend the optimal setup for your unique circumstances.
Immediate Activation
Start maximizing your retirement savings with confidence and compliance from day one. Access all platform features immediately, with your dedicated relationship manager ready to assist as you get oriented.

Special Offer: New clients who sign up this month will have their setup fee waived. That is a savings of $1,000
Most clients are fully operational within 48 hours of signup, with complete recordkeeping systems in place and ready to handle contributions, distributions, and all plan activities. Join the hundreds of professionals who have already made the switch to simpler, more confident Solo 401k management.
Ready to Simplify Your Solo 401k Recordkeeping?
Join the growing community of CPAs, Financial Advisors, and Self-Employed Professionals who trust OwnPath401k to deliver compliance confidence, administrative simplicity, and expert support. Take control of your retirement plan journey today—where professional-grade recordkeeping meets intuitive tools designed for real-world use.
Trusted by Professionals
Over 2,500 CPAs, financial advisors, and solo business owners rely on OwnPath401k for their Solo 401k recordkeeping needs.
Proven Track Record
Zero compliance violations among our client base, with a 98% customer satisfaction rating and industry-leading retention rates.
Continuous Innovation
Regular platform updates ensure you always have access to the latest features, compliance tools, and best practices in Solo 401k administration.
Take the Next Step
Contact us now for a personalized demo or to speak with an expert about your specific Solo 401k needs. Discover how OwnPath401k can transform your retirement plan management experience—delivering the perfect balance of control, clarity, and compliance confidence.
Own your retirement plan journey with OwnPath401k — where control meets clarity, and compliance becomes simple.