Insights

Niche retirement Target small-business owners and self-employed professionals looking to maximize and control retirement funding through self-directed 401k plans, highlighting cross-sell opportunities with related financial services and compliance support.

Compliance edge Emphasize the firm’s IRS-approved plan design and expert support as a differentiator to upsell advanced plan customization, ongoing administration, and audit-ready documentation for clients seeking regulatory confidence.

Tech enablement Leverage the tech stack and digital tools to streamline onboarding and engagement with prospects who value efficient, modern financial services; propose digital intake, plan configuration demos, and self-service education as a growth lever.

Growth potential Position as a lean, specialized alternative to large incumbents for SMBs and solopreneurs; stress cost-effective, high-touch service and responsive support to win clients seeking personalized retirement solutions.

Strategic partnerships Identify opportunities to partner with accountants, CPAs, and small business advisors who serve similar client bases; offer co-branded educational content and referral incentives to expand reach and credibility.

MySolo401k — My Solo 401k Financial LLC Tech Stack

MySolo401k — My Solo 401k Financial LLC uses 8 technology products and services including Calendly, WordPress, Google Workspace, and more. Explore MySolo401k — My Solo 401k Financial LLC's tech stack below.

Calendly

Appointment Scheduling

WordPress

Content Management System

Google Workspace

Font Awesome

Font Scripts

Google Cloud

Infrastructure As A Service

Microsoft Word

Office Suites

WP Engine

Platform As A Service

Adobe Creative Suite

Visualisation Software

MySolo401k — My Solo 401k Financial LLC Email Formats	Example	Percentage
First@mysolo401k.net	John@mysolo401k.net	100%

MySolo401k — My Solo 401k Financial LLC Email Formats

Example

Percentage

First@mysolo401k.net

John@mysolo401k.net

100%

Frequently Asked Questions

What is MySolo401k — My Solo 401k Financial LLC's phone number?

You can contact MySolo401k — My Solo 401k Financial LLC's main corporate office by phone at

+1-347-454-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is MySolo401k — My Solo 401k Financial LLC's official website and social media links?

MySolo401k — My Solo 401k Financial LLC's official website is mysolo401k.net and has social profiles on LinkedIn.

How much revenue does MySolo401k — My Solo 401k Financial LLC generate?

As of September 2026, MySolo401k — My Solo 401k Financial LLC's annual revenue is estimated to be $1M - $10M.

What is MySolo401k — My Solo 401k Financial LLC's NAICS code?

MySolo401k — My Solo 401k Financial LLC's NAICS code is 52 - Finance and Insurance.

How many employees does MySolo401k — My Solo 401k Financial LLC have currently?

As of September 2026, MySolo401k — My Solo 401k Financial LLC has approximately 7 employees across 2 continents, including North America and Europe. Key team members include Director: M. A., Compliance Assistant Manager: C. L. and Client Manager: J. K. Explore MySolo401k — My Solo 401k Financial LLC's employee directory with LeadIQ.

What industry does MySolo401k — My Solo 401k Financial LLC belong to?

MySolo401k — My Solo 401k Financial LLC operates in the Financial Services industry.

What technology does MySolo401k — My Solo 401k Financial LLC use?

MySolo401k — My Solo 401k Financial LLC's tech stack includes Calendly, WordPress, Google Workspace, Font Awesome, Google Cloud, Microsoft Word, WP Engine and Adobe Creative Suite.

What is MySolo401k — My Solo 401k Financial LLC's email format?

MySolo401k — My Solo 401k Financial LLC's email format typically follows the pattern of First@mysolo401k.net. Find more MySolo401k — My Solo 401k Financial LLC email formats with LeadIQ.

When was MySolo401k — My Solo 401k Financial LLC founded?

MySolo401k — My Solo 401k Financial LLC was founded in 2009.

MySolo401k — My Solo 401k Financial LLC

Q: What is MySolo401k — My Solo 401k Financial LLC's NAICS code?

MySolo401k — My Solo 401k Financial LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

MySolo401k — My Solo 401k Financial LLC operates in the financial services sector, offering self-directed retirement solutions. The firm enables clients to use retirement funds to finance their own businesses and to invest in alternatives such as real estate, private companies, and private notes, including facilitating loans from a 401(k). It does not hold client funds or provide investment advice, instead delivering IRS-approved retirement plans, plan support, and responsive customer service. Based in Carlsbad, California in Southern California, the company is a small, specialized team. The leadership comprises a Harvard Law-trained attorney and a seasoned compliance officer, bringing more than three decades of combined experience to self-directed retirement account needs. In October 2025 the firm participated in an industry event to discuss ways for self-employed professionals to legally maximize retirement savings while maintaining compliance.

Insights

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