The only true outsourcing firm within the equity compensation marketplace

We deliver a team-based approach to filling the seat in your department. Hire us and never hire another stock plan administrator again. We take away the burden of hiring, retaining, managing, and replacing a direct hire.

Day-to-day Administration

Employee Transactions

SOX Documentation Updates

Section 16 Assistance

Capitalization Table Management and Reconciliation

Equity Accounting

End-To-End Purchase Processing

Financial and Ad-Hoc Requests and/or Reports

Policy and Procedure Enhancements

Participant Support, Communications and Education

Liaison Between Transfer Agents, Brokers, Auditor and Outside Legal Counsel

6039 Reporting

Working with the SOS Outsourcing Team has been a great experience. I am thoroughly impressed with the quality of their work, how responsive and dedicated their team is, and how from the beginning, we understood how we would work together.

Avanade Inc.

System Experience

For every system, we are the experts

etrade corporate services


Charles Schwab

Bank of America Merrill Lynch


Interested in Stock Plan Outsourcing?

Complete this form to receive additional information

For General Inquiries

Give our office a call at (408) 979-8700

Feel free to email your questions to