401(k) Providers

Easily navigate the crowded vendor landscape

401(k) providers offer a tax-advantaged 401k retirement savings plan that allows employers and employees of private, for-profit companies to contribute with pre-tax dollars.

"Shortlister saved us time and money, while helping us to identify a platform that fit our unique company culture."

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Rachel B

HR Director

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  • Global Capabilities
  • iOS Native Application
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  • Responsive Design
  • GDPR Compliant
  • SSAE 18 / SOC Audit(s) Performed
  • NCQA Accredited / Certified
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  • URAC Accredited
80 Vendors
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Full Reviews Breakdown

401GO ( Visit Website )

Through integration and automation, we’ve created an entirely new way to save for retirement. -Get up and running in just minutes -Individualized guided portfolios -Simple and affordable pricing... View Full Profile

Employees
28
Lives Serviced
32,000
Funding
7.5M Seed Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Responsive Design
SSAE 18 / SOC Audit(s) Performed
Top Offerings
401(k) Plan
403(b) Plan
Profit Sharing Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

SaveDay Inc ( Visit Website )

SaveDay is an incredibly unique 401(k) provider: (1) SaveDay has absolutely zero employer costs, (2) we integrate with any willing payroll provider, (3) we prepare all your IRS reports (5500, 8955) all included, again without cost. SaveDay provides secure and... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
Minimum Group Size
1 eligible
Features
Global Capabilities
Responsive Design
Top Offerings
401(k) Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

NS Capital ( Visit Website )

Dramatic changes are taking place in the 401K marketplace and many sponsors are still unsure about how they are being impacted. The Unityy401(k) plan enables multiple organizations to band together into a single plan that streamlines the process of offering ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
Minimum Group Size
No Minimum
Features
Android Native Application
iOS Native Application
Responsive Design
Top Offerings
401(k) Plan
Investment Management
Retirement Plan Consulting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Fidelity Investments

Fidelity Investments® has been in business 73 years. It was founded in 1946 by Edward C. Johnson 2d, as an investment management company. Fidelity entered the benefits administration business in 1982 in response to corporate clients’ requests to couple ... View Full Profile

Employees
69817
Lives Serviced
150,000
Funding
40M Series A
Minimum Group Size
30 eligible
Features
Dashboard analytics
Employee self-service
Manager self-service
Top Offerings
Bundled Solution (HCM/HRIS/HRMS)
Payroll
Time and Attendance
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Vanguard

We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other... View Full Profile

Employees
22589
Lives Serviced
Not Provided
Funding
50M Series B
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

T. Rowe Price

T. Rowe Price is a financially solid, debt-free organization with strong employee ownership. The firm was:  Established in 1937 by Thomas Rowe Price, Jr.  Incorporated in the state of Maryland in 1947  Licensed to conduct business throughout the ... View Full Profile

Employees
7868
Lives Serviced
2,304,004
Funding
None
Minimum Group Size
No Minimum
Features
Android Native Application
GDPR Compliant
iOS Native Application
Top Offerings
401(k) Plan
Profit Sharing Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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Reviews pending
Full Reviews Breakdown

Charles Schwab

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services ... View Full Profile

Employees
26524
Lives Serviced
Not Provided
Funding
10K Grant
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Employee Fiduciary

Employee Fiduciary, founded in 2004, is a 401(k) plan provider for small businesses. Employee Fiduciary provides retirement plan recordkeeping and administration. Serving over 2,700 small and growing businesses, the company provides low cost 401(k) services to... View Full Profile

Employees
70
Lives Serviced
Not Provided
Funding
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Merrill Edge

Merrill offers access to the banking convenience of Bank of America and investment capabilities of Merrill Lynch to help simplify the financial lives of our clients. We enable clients to seamlessly manage their Merrill Edge Self-Directed investment accounts ... View Full Profile

Employees
1727
Lives Serviced
Not Provided
Funding
Minimum Group Size
No Minimum
Features
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Principal Financial

Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients ... View Full Profile

Employees
20000
Lives Serviced
Not Provided
Funding
33.5M Series C
Minimum Group Size
No Minimum
Features
Android Native Application
GDPR Compliant
Global Capabilities
Top Offerings
401(k) Plan
Pension Plan
Employee Stock Ownership Plan (ESOP)
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Nationwide

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s. An industry leader... View Full Profile

Employees
30000
Lives Serviced
22,600,000
Funding
64M Series A
Minimum Group Size
No Minimum
Features
Android Native Application
iOS Native Application
Responsive Design
Top Offerings
401(k) Plan
457 Plan
403(b) Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
5.0 (1 reviews)
Full Reviews Breakdown

Fiducient Advisors

Fiducient Advisors opened its doors on May 1, 1995 striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, nonprofit organizations, private clients and financial institutions. We abide by a ... View Full Profile

Employees
200
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
Retirement Plan Consulting
Investment Management
401(k) Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

OneAmerica

The companies of OneAmerica have a solid foundation in the financial services marketplace dating back more than 140 years. During that tenure we have implemented a variety of retirement plan products and services to meet the financial needs of our clients. We ... View Full Profile

Employees
Not Provided
Lives Serviced
1,148,000
Funding
Minimum Group Size
6 eligible
Features
Responsive Design
SSAE 18 / SOC Audit(s) Performed
Top Offerings
403(b) Plan
401(k) Plan
457 Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

PAi Retirement Services

PAi’s brand is built on company roots and values. Founder Michael Kiley started PAi in 1983 with the specific purpose of making affordable, best-in-class retirement plans available to American small business owners. At age 62, Michael’s father discovered ... View Full Profile

Employees
Not Provided
Lives Serviced
175,000
Funding
Minimum Group Size
No Minimum
Features
Responsive Design
Top Offerings
401(k) Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

ShareBuilder 401k

ShareBuilder 401k offers simple, low- cost 401(k) plans. We're here to help any business save more for retirement - from Solo 401(k)s to plans for 100 employees or more... View Full Profile

Employees
Not Provided
Lives Serviced
6,500
Funding
Minimum Group Size
1 eligible
Features
Responsive Design
Top Offerings
401(k) Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Voya Financial

Voya helps Americans plan, invest and protect their savings — to get ready to retire better. We serve the financial needs of more than 14 million individual and institutional customers in the United States. Our vision is to be America’s Retirement Company... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
Minimum Group Size
No Minimum
Features
Android Native Application
GDPR Compliant
iOS Native Application
Top Offerings
401(k) Plan
457 Plan
403(b) Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

America’s Back Office Inc.

America's Back Office has over 19 years in taking Human Resource burdens off US businesses of all sizes. From Payroll, HR, Benefits, legal to compliance; we help our clients succeed. Our service model is designed like a fortune 500 Human Resource department, ... View Full Profile

Employees
36
Lives Serviced
Not Provided
Funding
Minimum Group Size
No Minimum
Features
Top Offerings
Group Medical Insurance
Payroll
HR Compliance Services
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Mutual of America Financial Group

Mutual of America Financial Group is a leading provider of retirement services and investments to employers, employees and individuals. We provide high-quality, innovative products and services at a competitive price, along with outstanding personalized ... View Full Profile

Employees
1000
Lives Serviced
600,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Android Native Application
iOS Native Application
Responsive Design
Top Offerings
403(b) Plan
401(k) Plan
Retirement Plan Consulting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

NWPS

NWPS was started in 1994 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 ... View Full Profile

Employees
Not Provided
Lives Serviced
425,000
Funding
Minimum Group Size
100 eligible
Features
Android Native Application
iOS Native Application
Responsive Design
Top Offerings
401(k) Plan
403(b) Plan
Pension Plan
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

The Retirement Advantage, Inc. (TRA)

As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert ... View Full Profile

Employees
250
Lives Serviced
9,000
Funding
Not Provided
Minimum Group Size
1 eligible
Features
Responsive Design
SSAE 18 / SOC Audit(s) Performed
Top Offerings
Retirement Plan Consulting
401(k) Plan
Actuarial Service Firm
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -