Principal Financial vs Fidelity Investments

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

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

Principal Financial

-

Fidelity Investments

-

Min. Group Size

Principal Financial

-

Fidelity Investments

30 eligible

Lives Serviced

Principal Financial

7,183,014

Fidelity Investments

160,000

Product Specific Features

Principal Financial

Fidelity Investments

Not offered

Traditional pre-tax 401(k) 

Not offered

Roth 401(k)

Not offered

401(k) online portal

Not offered

Contribution management

Not offered

Payroll Integration

Not offered

Flexible 401(k) Plans

Not offered

401(k) plan administration

Not offered

Expert portfolio support

Not offered

Investment management option

Not offered

Fiduciary and trustee services

Not offered

Compliance tracking and filing

Not offered

Investment library

Features

Principal Financial

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

Fidelity Investments

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

Not offered

GDPR Compliant

✓

3rd Party Integrations

Official Resources

Principal Financial

Fidelity Investments

Media

Principal Financial

Fidelity Investments

About

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

Fidelity Investments

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

Founded

Principal Financial

1879

Fidelity Investments

1946

Location

Principal Financial

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

Fidelity Investments

Boston, MA

Employees

Principal Financial

20,000

Fidelity Investments

69,817

Funding Summary

Principal Financial

33.5M Series C

Fidelity Investments

40M Series A

Website

Competitors

Principal Financial

-

Reviews

Principal Financial

4.4 (2)

Fidelity Investments

0.0 (0)

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