They also offer comprehensive advisory services, as well as administrative, reporting and compliance support, and you can reach their advisors either in person, online or over the phone. Their advisors will help you design a plan or you can choose to work with your current broker. Plus, Fidelity has an app and online dashboard where you and your employees can view and manage their plans and get in touch with advisors whenever they need. Beyond retirement plans, Fidelity also offers integrated employer benefits, including payroll and health plans.
At 83 years old, T. Rowe Price is the most established asset management firm on this list. The former three plans are best for self-employed individuals or businesses with under employees, while the latter plan is best suited for businesses with up to 1, employees. Under the k for Small Business, plan sponsors can choose from over no-load mutual funds and over 5, non-proprietary funds. Under the Merrill Small Business k plan, independent advisors select and manage funds and model portfolios for all participants.
You also have the option of converting your existing k plan to a Merrill Small Business k , in which case you may end up saving money.
It offers commission-free trades for all stocks and ETFs as well as over 4, no-transaction-fee funds on the Schwab OneSource funds list. However, many customers could use this account without paying any fees. Schwab inventors can tap into stock including fractional shares , ETFs, mutual funds, bonds, options, and futures, among other investments. This is a fee-free robo-advisor that picks a portfolio of low-cost ETFs for you based on your investment goals and preferences.
Its active investment platform may not satiate all expert investors, and its active charting and analysis tools lag behind some other brokerage platforms for active traders.
Read our full Charles Schwab review. It is now a subsidiary of Morgan Stanley after an acquisition that closed in October Stock and ETF trades are commission free. The brokerage also supports over 7, mutual funds on its no-load, no-transaction-fee list. As a large discount brokerage, it can handle most typical investor needs.
It wins in this category thanks to its support for Roth contributions and k loans. Vanguard is well known for its own mutual funds and ETFs. If you prefer investing in Vanguard funds, a Vanguard Individual k plan gives you easy access with no trade costs, making the company our review's best choice for mutual funds.
Depending on how you invest, this fee can add up fast and could be a reason to consider buying those Vanguard funds elsewhere. You can also trade stocks and ETFs with no commission, in addition to options and fixed-income investments. However, that fee could be worthwhile to some investors who want to keep a small number of high-quality Vanguard funds in their portfolios.
Vanguard offers of its own mutual funds and 76 ETFs. For ETFs, the average is an even lower 0. Read our full Vanguard review. Most retirement-focused investors would do well to stick with a passive investment style. TD Ameritrade is another renowned discount brokerage and our choice as best for active traders. It offers an individual k account with no recurring fees and commission-free stock and ETF trades.
Its solo k also supports Roth contributions and k loans, although you might want to check with the company if loans are still available. TD Ameritrade accounts will become Schwab accounts at some point in the future. The desktop version is a professional-style platform that includes advanced trading tools, advanced charting, and in-app chat support so you can better learn the platform and refine your strategy.
Read our full TD Ameritrade review. Rocket Dollar allows you to invest in anything you can pay for with a checkbook. That means you can invest in real estate and other non-traditional assets while enjoying the tax advantages of a solo k account. Option for upgraded account that includes free wire transfers, checks, tax form filing, and other features. Instead of stocks, ETFs, mutual funds, and bonds, Rocket Dollar accounts give you the control to buy any asset with your solo k that the IRS allows.
Our employees are passionate about helping clients Nationwide, a Fortune company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. An industry leader The companies of OneAmerica have a solid foundation in the financial services marketplace dating back more than years. During that tenure we have implemented a variety of retirement plan products and services to meet the financial needs of our clients.
Have a specialist help you narrow it down. Folks like Katie can help prioritize the criteria that matters most. Founder Michael Kiley started PAi in with the specific purpose of making affordable, best-in-class retirement plans available to American small business owners. ShareBuilder k offers simple, low- cost k plans. We're here to help any business save more for retirement - from Solo k s to plans for employees or more With roots that trace back to , we're a global insurance company with operations in more than 80 countries and jurisdictions.
NWPS was started in to provide high-quality service for benefit plan sponsors, participants and advisors. We are independently owned and have no conflicts of interest with investments, insurance or other lines of business. Services Plan consulting and Voya Financial, Inc. Serving the financial needs of approximately Newport Group helps companies offer their employees a more secure financial future through retirement plans, insurance, and consulting services.
Since , we have been a growing and dynamic enterprise, providing solutions to some of the most respected Select -5 Vendors. The vendors you selected will be in touch to provide pricing info shortly. They may need more specific information about the program you're looking for, so that they can provide pricing on the most appropriate features and components.
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