Solo 5500 Desk vs MySolo401k Form 5500-EZ service
MySolo401k offers ongoing Solo 401(k) services whose current scope and pricing should be checked directly with the provider. Solo 5500 Desk is a $49 standalone self-review packet with no plan-document service, investment custody, or annual maintenance. Compare the provider's current published offer before choosing.
Decision rule
Want bundled plan-doc + filing? MySolo401k. Just need the EZ packet? Solo 5500 Desk.
Form 5500-EZ price
- Solo 5500 Desk
- $49 standalone
- MySolo401k Form 5500-EZ service
- Check the provider's current published offer
Plan document service
- Solo 5500 Desk
- No
- MySolo401k Form 5500-EZ service
- Check the provider's current published service scope
Plan amendments included
- Solo 5500 Desk
- No
- MySolo401k Form 5500-EZ service
- Check the provider's current agreement
Trust account / custody
- Solo 5500 Desk
- No
- MySolo401k Form 5500-EZ service
- Check the provider's current agreement
Loan administration tools
- Solo 5500 Desk
- No
- MySolo401k Form 5500-EZ service
- Check the provider's current published features
Annual filing record export
- Solo 5500 Desk
- Yes (PDF for next year)
- MySolo401k Form 5500-EZ service
- Check current export and account-access options
Account required
- Solo 5500 Desk
- No
- MySolo401k Form 5500-EZ service
- Check the provider's current access model
Common questions
Can I use Solo 5500 Desk if my plan document is from MySolo401k?
Check the provider agreement and your plan records first. Solo 5500 Desk does not amend, administer, or replace the plan document; it only prepares the supported annual self-review packet.
Does MySolo401k require customers to use its filing service?
Check the provider's current agreement and published filing terms. Solo 5500 Desk does not make that claim on the provider's behalf.
Will changing the packet-preparation tool amend my plan?
A preparation tool does not itself amend a plan document, but confirm your provider agreement, plan records, EIN, plan number, and plan year before changing any workflow.