Start Free. Add Help When You Want It.
Your preliminary 401(k) grade is free and delivered privately by email. If you want to go deeper, review your actual statement and plan documents, or track progress through the year, choose one of the options below.
Answer what you know. Missing information lowers confidence — it is not automatically scored as a failure.
Preliminary 401(k) Grade
Complete the short questionnaire and receive your preliminary GradeYour401k report by email.
- ✓Overall preliminary 401(k) grade
- ✓Grade confidence based on the information available
- ✓Seven graded areas with action items and opportunities
- ✓Report delivered privately by email
- ✓Quarterly opportunities to refresh your information
30-Minute 401(k) Strategy Review
Meet one-on-one with an independent fiduciary financial advisor to review your preliminary grade, fill in missing information, and examine your actual 401(k) and plan options in more detail.
- ✓30-minute one-on-one strategy review
- ✓Review of your latest 401(k) statement when provided
- ✓Review of your Summary Plan Description or other plan documents when provided
- ✓Identify relevant plan features, choices, and opportunities
- ✓Updated GradeYour401k grade + action plan
$250,000 minimum 401(k) balance.
401(k) Progress + Quarterly Action Plan
For people who want to keep checking their 401(k) progress through the year instead of treating the grade as a one-time snapshot.
- ✓Initial GradeYour401k review framework
- ✓Quarterly progress check-ins for one year
- ✓Refresh your information using the same email address
- ✓Updated grade and progress comparison when you respond
- ✓Quarterly action-plan focus as your information changes
Already Scheduled?
Securely send your latest 401(k) statement and, when available, your Summary Plan Description or other plan documents before your appointment.
Securely Upload My 401(k) DocumentsHow It Works
One simple starting point. Add more help only when you want it.
Take the Questionnaire
Answer the 401(k) questions using what you know. “I don't know” is a valid answer.
Check Your Email
Your grade, confidence score, seven areas, action items, and opportunities are delivered privately to your email.
Decide What Help You Want
Keep the free report, schedule the $149 strategy review, or choose the $199 quarterly progress option.
GradeYour401k is a resource of Kenai Investments Inc., a Registered Investment Advisor. We do not sell your information, and your grade is based on the information available at the time of the analysis.
For informational purposes only. A preliminary grade based on self-reported information may change when additional information is reviewed.