New Equity Solo 401(k) Integrated Platform Simplifies DIY Retirement Investing

WESTLAKE, Ohio, June 10, 2025 /PRNewswire/ -- Equity Trust Company, a leading financial services company with over 50 years of experience in the self-directed retirement space, announces the launch of the Equity Solo 401(k)—a comprehensive retirement solution designed for self-employed individuals and solopreneurs. This new offering, facilitated by its affiliate Equity Specialty Services, empowers investors to open, manage, and control their Solo 401(k) with unmatched speed, flexibility, and confidence.

Developed in collaboration with a leading industry software provider, the Equity Solo 401(k) simplifies and enhances the way self-employed individuals manage their retirement savings. From lightning-fast plan setup and IRS-compliant recordkeeping to direct fund access and real-time Roth conversions, the platform puts the plan holder in the driver's seat.

"While the Solo 401(k) provides many advantages for small business owners, managing the account has largely been a burdensome process," said George Sullivan, CEO of Equity Trust Company. "The Equity Solo 401(k) empowers solopreneurs to manage their retirement investments like never before—on their terms, with the flexibility and tools they need to succeed."

Built for Self-Employed Success

The Equity Solo 401(k) addresses the unique needs of self-employed investors, offering advantages such as:

• Fast, online onboarding – Plan setup in minutes with instant IRS-approved document generation
• Integrated fund control – Direct access to plan funds for faster, more convenient investing
• State-of-the-art online management – Intuitive tools and automated recordkeeping for compliance peace of mind
• Expanded contribution options – Traditional, Roth, and after-tax components all in one integrated account
• Diverse investment capabilities – Enables investing in both traditional and alternative assets

Discover how the Equity Solo 401(k) is reshaping retirement planning for solopreneurs – visit www.trustetc.com/solo-401k/.

Media Contact:

Jesse Briley
Senior Manager, Marketing Engagement
Equity Trust Company
[email protected]

About Equity Trust Company

Equity Trust Company is a financial services company that enables individual investors and financial professionals to diversify investment portfolios using alternative asset classes such as real estate, private equity, cryptocurrency, and precious metals. With $70 billion in assets under custody and administration as of May 31, 2025, Equity Trust supports clients nationwide with education, service, and technology to help them build wealth through self-directed investing.

Equity Specialty Services, LLC ("ESS"), an affiliate of Equity Trust Company, is a services company which offers services such as acting as a Solo 401(k) solution provider, offering document preparation and referral loan services and other services to assist an investor with his/her investments. ESS has partnered with SEPira(k), a third-party platform provider, to offer investors the Equity Solo 401(k) solution to establish and manage your Solo 401(k). By combining SEPira(k)'s technology platform with ESS's customer support, investors will have the tools to manage their Solo 401(k) seamlessly.

ESS does not offer investment, tax, or legal advice, and no services offered by us should be considered to replace the need for qualified investment, tax, and legal professionals. Please consult your legal or financial advisor before making any financial decisions. SS may receive or give referral fees from third-party vendors for services it offers to investors.

SOURCE Equity Trust Company