Fidelity Investments vs Principal Financial

Compare and evaluate Fidelity Investments vs Principal Financial based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

Fidelity Investments offers Health Savings Account (HSA), Health Care Flexible Spending Account (FSA), Health Reimbursement Arrangement (HRA) to companies with 150,000 employees. Principal Financial offers 401(k) Plan, Pension Plan, Employee Stock Ownership Plan (ESOP) to companies with 0 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

Product Description

Fidelity Investments

Fidelity provides Health and Benefit Account services directly in house.

We work with a Flexible Spending and... Show More

Principal Financial

-

Min. Group Size

Fidelity Investments

-

Principal Financial

-

Lives Serviced

Fidelity Investments

3,404,018

Principal Financial

7,183,014

Product Specific Features

Fidelity Investments

✓

HSA Platform 

✓

Data document management

✓

Billing services

✓

HSA file transfers

✓

401K and HSA plan consolidation

✓

HSA Plan customization

✓

HSA Online administration process 

✓

HSA-Compatible FSA

✓

HSA carryover plan

✓

Insurance eligibility verification

Principal Financial

Features

Fidelity Investments

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

Not offered

GDPR Compliant

✓

3rd Party Integrations

Principal Financial

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

Official Resources

Fidelity Investments

Principal Financial

Media

Fidelity Investments

Principal Financial

About

Fidelity Investments

Fidelity Investments® has been in business 73 years. It was founded in 1946 by Edward C. Johnson 2d, as an... Show More

Principal Financial

Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance... Show More

Founded

Fidelity Investments

1946

Principal Financial

1879

Location

Fidelity Investments

Boston, MA

Principal Financial

711 High St., Des Moines, Iowa 50309, US

Employees

Fidelity Investments

69,817

Principal Financial

20,000

Funding Summary

Fidelity Investments

40M Series A

Principal Financial

33.5M Series C

Website

Competitors

Principal Financial

-

Reviews

Fidelity Investments

3.4 (2)

Principal Financial

4.4 (2)

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