Contribution and Eligibility Calculator

Estimate your small business retirement plan contribution

Simplify the process of calculating contributions and determining employee eligibility in your business retirement plan with the Small Business Retirement Contribution Calculator.

Before getting started, make sure to have your:

  • Schedule C/K1 Net Profit or W-2 Income Statement
  • Census data on employees (if applicable). This includes month and year of hire, birthdate, and W-2 Income.
  • Current Plan Eligibility Rules (age requirement and service requirement).

Unique tool benefits for self-employed business owners