What your audit would cost
Type your company name. We read your plan’s most recent public Form 5500 filing, take the number of participants holding an account balance, and show you the fee for a plan that size. No form, and no waiting on a callback to find out.
The search runs in your browser, so your company name is never sent to us. No signup, and we do not email you afterwards.
Questions about the fee
Why is there no price list on this page?
Because the number that matters is the one for your plan, and a table makes you place yourself in it first. The fee is set by how many participants hold an account balance, which is a figure already in your own Form 5500 filing, so the page reads it and tells you rather than asking you to work it out. The same figures are published in the vendor-neutral directory at 401kaudithelp.com if you would rather see the bands.
What does the fee cover?
An ERISA 103(a)(3)(C) audit of the plan, which is the option 96% of audited 401(k) filings use. A full scope audit is quoted separately, because certifying the investment information yourself rather than relying on a qualified institution's certification is materially more work. Anything beyond the audit itself is set out in the engagement letter before you sign it, never added afterwards.
Does a first audit cost more than a repeat one?
Not in what plans actually pay. Across Form 5500 filings that report a plan-paid audit fee, a first-time audit and a recurring one come out close, and following the same plan into its second audited year the fee goes up slightly rather than down. The extra work in a first audit is real, since there are no prior-year workpapers and opening balances have to be established, but it does not show up as a premium on the invoice.
When can you start?
Engagements begin in December 2026. If your plan has crossed the audit line, the useful thing to do before then is gather the plan document and amendments, recordkeeper year-end reports, the recordkeeper's SOC 1 report, payroll registers, and the deposit dates for employee deferrals. That is what any auditor asks for first.