DRIVE WEALTH ADVISERS
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #3210 of mapped providers
Assets under administration$12M0.0%Market share · rank #10094
Fees received$23,860Median $6,001/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical DRIVE WEALTH ADVISERS plan look like?
Service mix · median fees per plan
Count of plans where DRIVE WEALTH ADVISERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Investment advisory (plan); Investment management fees paid directly by planCode 26 | 2 | $5,540 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan; Recordkeeping fees; Other feesCode 15 | 1 | $12,781 |
Competitor overlap
Percent of DRIVE WEALTH ADVISERS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under DRIVE WEALTH ADVISERS.
| Sponsor | From | Assets |
|---|---|---|
PAYDAY BENEFITS, LLCUT · 200416309-333 | (new plan) | $7M |
ELECTRIC POWER SYSTEMS INCUT · 842193137-001 | FORESIGHT WEALTH MANAGEMENT | $4M |
Plans lost in 2024
Appeared last year under DRIVE WEALTH ADVISERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
ADVISORTRUST, INC.SD · 464091337-002 | SOLTIS INVESTMENT ADVISORS | $76M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PAYDAY BENEFITS, LLCUT · 200416309-333 | $7M | 1,441 | $5,078 | 1y | 1 |
ELECTRIC POWER SYSTEMS INCUT · 842193137-001 | $4M | 164 | $12,781 | 1y | 1 |
PREMIER FAMILY MEDICAL, LLCUT · 462252776-002 | $1M | 0 | $6,001 | 5y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (3)
Raw Schedule C names collapsed into DRIVE WEALTH ADVISERS.
- DRIVE WEALTH ADVISERS
- DRIVE WEALTH MANAGEMENT
- DRIVE WEALTH MANAGEMENT, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for DRIVE WEALTH ADVISERS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 2 | 66.67% | 26.94% | +39.73 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with DRIVE WEALTH ADVISERS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent