Revolutionize Your Self-Directed Retirement Plan Offerings
Unlock unprecedented growth and efficiency for your Third Party Administrator business. Our suite of solutions, including the Guardian Solo 401(k) platform and Lion Trust Accounting, is designed to elevate your service offerings and streamline your operations.
Base fee for each Guardian Solo 401(k) plan
One-time setup fee at initial establishment
Ongoing annual revenue split
Set your own retail pricing for maximum flexibility
Create custom discount codes for promotional offers
White-Label Branding
Customize with your logo and colors
Utilize a branded domain
(e.g., solok.[your-domain].com)
Provide a seamless, consistent experience for your clients
Risk-Free Partnership
Comprehensive support for migrating existing customers
We can guide or lead the integration process with timelines, feature parity analysis, and project planning
Instill confidence in your team with a partnered hands-on approach
IRS Document Support
Get up and running in weeks or a few months, not 6-8 months like our competitors
Faster time to market means quicker realization of benefits
The Guardian Solo 401(k) platform has allowed us to offer a unique product in the marketplace, significantly boosting our revenue and client satisfaction.
TPA Testimonial Placeholder
Lion Trust Accounting empowers you to manage more accounts with greater accuracy and less effort.
Guardian Solo 401(k): Branded portal for employers
Lion IRA: Customized access for IRA account holders
Consistent branding across both platforms
Unified approach to self-directed retirement solutions
Predictable costs as you scale your operations
No surprises or hidden fees
Align your revenue growth with manageable expenses
Dedicated account management
Technical support for you and your clients
Ongoing training and education opportunities
CE credit options for 401(k) rules and regulations
Compound your revenue with each new Solo 401(k) plan
Increase efficiency to manage more IRA accounts
Offer unique solutions that set you apart from competitors
Attract new clients with cutting-edge technology
The Clear Advantage for Forward-Thinking TPAs
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 26 24" xmlns="http://www.w3.org/2000/svg"><path d="M 11.998 1.625 C 11.885 1.625 11.768 1.625 11.646 1.625 L 7.313 1.625 C 7.191 1.625 7.073 1.625 6.96 1.625 C 6.637 3.217 5.384 4.471 3.792 4.794 C 3.792 4.907 3.792 5.024 3.792 5.146 C 3.792 5.268 3.792 5.385 3.792 5.498 C 5.384 5.821 6.637 7.075 6.96 8.666 C 7.073 8.667 7.191 8.667 7.313 8.667 L 11.646 8.667 C 11.768 8.667 11.885 8.667 11.998 8.666 C 12.321 7.075 13.575 5.821 15.167 5.498 C 15.167 5.385 15.167 5.268 15.167 5.146 C 15.167 5.024 15.167 4.907 15.167 4.794 C 13.575 4.471 12.321 3.217 11.998 1.625 Z M 12.729 0 C 12.763 0 12.797 0.002 12.83 0.006 C 13.32 0.015 13.755 0.036 14.132 0.087 C 14.812 0.178 15.426 0.379 15.919 0.873 C 16.413 1.366 16.614 1.98 16.705 2.66 C 16.756 3.037 16.777 3.472 16.786 3.962 C 16.79 3.995 16.792 4.028 16.792 4.063 C 16.792 4.088 16.791 4.114 16.788 4.139 C 16.792 4.436 16.792 4.753 16.792 5.09 L 16.792 5.202 C 16.792 5.538 16.792 5.855 16.788 6.153 C 16.791 6.178 16.792 6.203 16.792 6.229 C 16.792 6.263 16.79 6.297 16.786 6.33 C 16.777 6.82 16.756 7.254 16.705 7.632 C 16.614 8.312 16.413 8.926 15.919 9.419 C 15.426 9.913 14.812 10.114 14.132 10.205 C 13.755 10.256 13.32 10.277 12.83 10.285 C 12.797 10.29 12.763 10.292 12.729 10.292 C 12.703 10.292 12.678 10.29 12.653 10.288 C 12.355 10.292 12.039 10.292 11.702 10.292 L 7.256 10.292 C 6.92 10.292 6.603 10.292 6.306 10.288 C 6.28 10.29 6.255 10.292 6.229 10.292 C 6.195 10.292 6.162 10.29 6.129 10.285 C 5.638 10.277 5.204 10.256 4.827 10.205 C 4.147 10.114 3.533 9.913 3.039 9.419 C 2.546 8.926 2.345 8.312 2.253 7.632 C 2.203 7.254 2.182 6.82 2.173 6.33 C 2.169 6.297 2.167 6.263 2.167 6.229 C 2.167 6.203 2.168 6.178 2.17 6.153 C 2.167 5.855 2.167 5.538 2.167 5.202 L 2.167 5.09 C 2.167 4.753 2.167 4.436 2.17 4.139 C 2.168 4.114 2.167 4.088 2.167 4.063 C 2.167 4.028 2.169 3.995 2.173 3.962 C 2.182 3.472 2.203 3.037 2.253 2.66 C 2.345 1.98 2.546 1.366 3.039 0.873 C 3.533 0.379 4.147 0.178 4.827 0.087 C 5.204 0.036 5.638 0.015 6.129 0.006 C 6.162 0.002 6.195 0 6.229 0 C 6.255 0 6.28 0.001 6.306 0.004 C 6.603 0 6.92 0 7.256 0 L 11.702 0 C 12.039 0 12.355 0 12.653 0.004 C 12.678 0.001 12.703 0 12.729 0 Z M 13.698 1.673 C 13.945 2.327 14.465 2.847 15.119 3.094 C 15.112 3.018 15.104 2.946 15.095 2.877 C 15.027 2.377 14.911 2.163 14.77 2.022 C 14.629 1.88 14.415 1.764 13.915 1.697 C 13.846 1.688 13.774 1.68 13.698 1.673 Z M 15.119 7.198 C 14.465 7.445 13.945 7.965 13.698 8.619 C 13.774 8.612 13.846 8.604 13.915 8.595 C 14.415 8.527 14.629 8.411 14.77 8.27 C 14.911 8.129 15.027 7.915 15.095 7.415 C 15.104 7.346 15.112 7.274 15.119 7.198 Z M 5.261 8.619 C 5.014 7.965 4.494 7.445 3.839 7.198 C 3.846 7.274 3.855 7.346 3.864 7.415 C 3.931 7.915 4.047 8.129 4.188 8.27 C 4.33 8.411 4.543 8.527 5.043 8.595 C 5.113 8.604 5.185 8.612 5.261 8.619 Z M 3.839 3.094 C 4.494 2.847 5.014 2.327 5.261 1.673 C 5.185 1.68 5.113 1.688 5.043 1.697 C 4.543 1.764 4.33 1.88 4.188 2.022 C 4.047 2.163 3.931 2.377 3.864 2.877 C 3.855 2.946 3.846 3.018 3.839 3.094 Z M 9.479 4.875 C 9.33 4.875 9.208 4.996 9.208 5.146 C 9.208 5.295 9.33 5.417 9.479 5.417 C 9.629 5.417 9.75 5.295 9.75 5.146 C 9.75 4.996 9.629 4.875 9.479 4.875 Z M 7.583 5.146 C 7.583 4.099 8.432 3.25 9.479 3.25 C 10.526 3.25 11.375 4.099 11.375 5.146 C 11.375 6.193 10.526 7.042 9.479 7.042 C 8.432 7.042 7.583 6.193 7.583 5.146 Z M 5.887 13.215 C 7.908 12.823 10.072 12.911 11.823 13.955 C 12.069 14.102 12.299 14.285 12.5 14.511 C 12.907 14.968 13.118 15.536 13.128 16.106 C 13.335 15.973 13.543 15.824 13.753 15.665 L 15.711 14.186 C 16.691 13.446 18.115 13.446 19.095 14.186 C 20.001 14.87 20.362 16.097 19.714 17.136 C 19.253 17.874 18.559 18.896 17.853 19.55 C 17.139 20.211 16.123 20.767 15.355 21.138 C 14.421 21.588 13.413 21.838 12.433 21.996 C 10.43 22.32 8.345 22.271 6.365 21.863 C 5.352 21.654 4.3 21.546 3.261 21.546 L 0.813 21.546 C 0.364 21.546 0 21.182 0 20.733 C 0 20.285 0.364 19.921 0.813 19.921 L 3.261 19.921 C 4.411 19.921 5.573 20.041 6.693 20.271 C 8.482 20.64 10.368 20.684 12.174 20.392 C 13.072 20.247 13.91 20.031 14.648 19.675 C 15.389 19.317 16.221 18.847 16.749 18.358 C 17.282 17.864 17.879 17.006 18.335 16.276 C 18.473 16.055 18.454 15.737 18.116 15.483 C 17.716 15.18 17.091 15.18 16.691 15.483 L 14.733 16.962 C 13.951 17.552 12.989 18.184 11.796 18.374 C 11.676 18.393 11.55 18.411 11.42 18.426 C 11.358 18.437 11.294 18.445 11.227 18.447 C 10.618 18.508 9.912 18.522 9.134 18.448 C 8.687 18.406 8.359 18.01 8.401 17.563 C 8.444 17.116 8.84 16.788 9.287 16.831 C 9.966 16.895 10.576 16.881 11.094 16.828 C 11.104 16.826 11.115 16.825 11.125 16.824 C 11.147 16.812 11.18 16.789 11.223 16.751 C 11.569 16.449 11.6 15.943 11.287 15.591 C 11.207 15.502 11.109 15.422 10.99 15.351 C 9.711 14.588 8.002 14.46 6.196 14.81 C 4.4 15.158 2.616 15.959 1.283 16.905 C 0.917 17.165 0.409 17.078 0.15 16.712 C -0.11 16.346 -0.023 15.839 0.343 15.58 C 1.857 14.505 3.855 13.608 5.887 13.215 Z" fill="rgb(18, 36, 69)" height="22.208376784109724px" id="Mz9WMQFwm" transform="translate(3.521 1.437)" width="20.04344986113473px"/></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 26 24" xmlns="http://www.w3.org/2000/svg"><path d="M 18.067 3.114 C 17.095 2.132 15.939 1.352 14.665 0.817 C 13.391 0.283 12.024 0.005 10.643 0 L 10.563 0 C 7.761 0 5.075 1.113 3.094 3.094 C 1.113 5.075 0 7.761 0 10.563 L 0 16.25 C 0 16.896 0.257 17.516 0.714 17.974 C 1.171 18.431 1.791 18.688 2.438 18.688 L 4.063 18.688 C 4.709 18.688 5.329 18.431 5.786 17.974 C 6.243 17.516 6.5 16.896 6.5 16.25 L 6.5 12.187 C 6.5 11.541 6.243 10.921 5.786 10.464 C 5.329 10.007 4.709 9.75 4.063 9.75 L 1.662 9.75 C 1.818 8.056 2.455 6.441 3.496 5.096 C 4.537 3.751 5.941 2.73 7.542 2.154 C 9.142 1.577 10.874 1.469 12.534 1.842 C 14.194 2.215 15.714 3.053 16.914 4.259 C 18.382 5.734 19.284 7.677 19.464 9.75 L 17.063 9.75 C 16.416 9.75 15.796 10.007 15.339 10.464 C 14.882 10.921 14.625 11.541 14.625 12.187 L 14.625 16.25 C 14.625 16.896 14.882 17.516 15.339 17.974 C 15.796 18.431 16.416 18.688 17.063 18.688 L 19.5 18.688 C 19.5 19.334 19.243 19.954 18.786 20.411 C 18.329 20.868 17.709 21.125 17.063 21.125 L 11.375 21.125 C 11.16 21.125 10.953 21.211 10.801 21.363 C 10.648 21.515 10.563 21.722 10.563 21.938 C 10.563 22.153 10.648 22.36 10.801 22.512 C 10.953 22.664 11.16 22.75 11.375 22.75 L 17.063 22.75 C 18.14 22.75 19.173 22.322 19.935 21.56 C 20.697 20.798 21.125 19.765 21.125 18.688 L 21.125 10.563 C 21.13 9.181 20.863 7.812 20.338 6.534 C 19.813 5.255 19.042 4.093 18.067 3.114 Z M 4.063 11.375 C 4.278 11.375 4.485 11.461 4.637 11.613 C 4.789 11.765 4.875 11.972 4.875 12.188 L 4.875 16.25 C 4.875 16.465 4.789 16.672 4.637 16.824 C 4.485 16.977 4.278 17.063 4.063 17.063 L 2.438 17.063 C 2.222 17.063 2.015 16.977 1.863 16.824 C 1.711 16.672 1.625 16.465 1.625 16.25 L 1.625 11.375 Z M 17.063 17.063 C 16.847 17.063 16.64 16.977 16.488 16.824 C 16.336 16.672 16.25 16.465 16.25 16.25 L 16.25 12.188 C 16.25 11.972 16.336 11.765 16.488 11.613 C 16.64 11.461 16.847 11.375 17.063 11.375 L 19.5 11.375 L 19.5 17.063 Z" fill="rgb(18, 36, 69)" height="22.75px" id="BObyyOM6P" transform="translate(2.438 1.438)" width="21.12507751955599px"/></svg>)
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 26 24" xmlns="http://www.w3.org/2000/svg"><path d="M 3.25 6.5 C 5.045 6.5 6.5 5.045 6.5 3.25 C 6.5 1.455 5.045 0 3.25 0 C 1.455 0 0 1.455 0 3.25 C 0 5.045 1.455 6.5 3.25 6.5 Z" fill="transparent" height="6.5px" id="mv5bKHuS2" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.17" stroke="rgb(18, 36, 69)" transform="translate(2.167 2.25)" width="6.5px"/><path d="M 0 0 L 5.417 0 C 5.991 0 6.542 0.228 6.949 0.635 C 7.355 1.041 7.583 1.592 7.583 2.167 L 7.583 9.75" fill="transparent" height="9.75px" id="HwwwFP4_T" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.17" stroke="rgb(18, 36, 69)" transform="translate(13 5.5)" width="7.583333333333332px"/><path d="M 3.25 6.5 L 0 3.25 L 3.25 0" fill="transparent" height="6.5px" id="CarvrwCIO" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.17" stroke="rgb(18, 36, 69)" transform="translate(13 2.25)" width="3.25px"/><path d="M 3.25 6.5 C 5.045 6.5 6.5 5.045 6.5 3.25 C 6.5 1.455 5.045 0 3.25 0 C 1.455 0 0 1.455 0 3.25 C 0 5.045 1.455 6.5 3.25 6.5 Z" fill="transparent" height="6.5px" id="cy9YBezb3" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.17" stroke="rgb(18, 36, 69)" transform="translate(17.333 15.25)" width="6.5px"/><path d="M 7.583 9.75 L 2.167 9.75 C 1.592 9.75 1.041 9.522 0.635 9.115 C 0.228 8.709 0 8.158 0 7.583 L 0 0" fill="transparent" height="9.75px" id="n8eqt303G" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.17" stroke="rgb(18, 36, 69)" transform="translate(5.417 8.75)" width="7.583333333333334px"/><path d="M 0 0 L 3.25 3.25 L 0 6.5" fill="transparent" height="6.5px" id="THRazTwK_" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2.17" stroke="rgb(18, 36, 69)" transform="translate(9.75 15.25)" width="3.25px"/></svg>)
Discover how our integrated solutions can transform your service offerings, increase your revenue, and set you apart in the self-directed retirement plan market.