1
Lendtable
San Francisco, California, United States
We give employees cash advances for their 401k match and ESPP
- Revenue
- $6.3M
- Year founded
- 2020
- Team size
- 20
Top 2 401(k) Software Companies With $5M–$10M Revenue (August 2026)
As of August 2026, Latka tracks 2 401(k) software companies with $5M–$10M in annual revenue. They have combined revenues of $11.3M and employ 51 people.
Every company below sells 401(k) software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
What 401(k) Software Companies do
401(k) Software is designed to manage and administer retirement savings plans in the United States, specifically 401(k) plans. These software solutions streamline various essential processes, such as plan enrollment, contribution management, compliance tracking, and employee reporting. They facilitate ease of use for employers, HR departments, and plan sponsors, ensuring that retirement plans operate smoothly and efficiently. Typically, 401(k) Software features include automated payroll deductions, investment management tools, and comprehensive reporting functionalities. Such software is often used by HR professionals, financial advisors, and plan administrators to enhance plan visibility and employee engagement regarding retirement benefits. Additionally, modern 401(k) Software often incorporates compliance features to help organizations adhere to regulatory requirements effectively. Ultimately, the main goal of 401(k) Software is to simplify retirement plan management while promoting employee savings. With the right tool, organizations can better support their workforce's future financial security, thereby attracting and retaining talent in a competitive market.
- Companies
- 2
- Revenue
- $11.3M
- Funding
- -
- Employees
- 51
Filters
Sorting: Highest -> Lowest
Top 401(k) Software Companies With $5M–$10M Revenue
Showing 2 of 2 companies ranked by annual revenue.
2
Stax.ai
Scottsdale, Arizona, United States
Stax.ai is the AI operating system that automates retirement plan administration for maximum efficiency and growth, empowering retirement plan Third-Party Administrators (TPAs) with AI-driven automation.
- Revenue
- $5M
- Year founded
- 2019
- Team size
- 31
Frequently asked questions about 401(k) Software Companies With $5M–$10M Revenue
How many 401(k) software companies with $5M–$10M in annual revenue are there?
Latka tracks 2 401(k) software companies with $5M–$10M in annual revenue. Together they generate $11.3M in annual revenue and employ 51 people.
Which 401(k) software company with $5M–$10M in annual revenue is the largest?
Lendtable is the largest, with $6.3M in annual revenue, founded in 2020.
How much revenue does a typical 401(k) software company with $5M–$10M in annual revenue make?
The average 401(k) software company in this list makes $5.7M a year, across 2 companies with reported revenue.
Who are the leading 401(k) software vendors with $5M–$10M in annual revenue?
Ranked by annual revenue, the leaders are Lendtable and Stax.ai.
Related HR Software categories
Inclusion Criteria
- Must support the management and administration of 401(k) retirement plans. - Should include payroll integration for automated contribution processing. - Must offer compliance tracking to ensure adherence to regulatory standards. - Should provide reporting capabilities for employees and plan sponsors. - Not just for recordkeeping; must also facilitate employee engagement and education about retirement savings.