Our Selection Process For
Best 401K Services

Last updated: September 1, 2017

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Best

Top 10 401K Services

Best 401K Services - September 2017

UPWARD
TREND
DOWNWARD
TREND
NO
CHANGE
 
 

Rank

Company Name

Year
Founded

Revenue

Fulltime
Employees

Active
Clients

Client
Retention
Rate

Pricing

Major Clients

Other Core
Services

Financial Experience

Consultancy

Ease of Access

Communication

Service Offerings

Overall Score

0
100
 
G
VG
E
 

Change in Rank

Leaders

1

ADP

Roseland, New Jersey

Carlos A. Rodrig
800-225-5237
More info

Visit Website

1949

$5 million - $10 million

5

10,000+

95%

L

Available upon request.

 

100

 

100

 

100

 

100

 

100

100%
Increased +8

+8

 

2

Fidelity Brokerage Services LLC

Boston, Maryland

Edward Johnson
866-418-5173
More info

Visit Website

1998

$3 million - $5 million

3

300+

90%

L

Confidential

 

100

 

99

 

100

 

99

 

100

99.6%
Increased +5

+5

 

3

Paychex, Inc.

Rochester, New York

Thomas Golisano
585-385-6666
More info

Visit Website

1971

$5 million - $10 million

158

600,000+

90%

L

Rizzo & DiGiacco, Ralph Pontiac Honda, KB Advertising Specilaities, Canadaigua Emergancy Squad

 

99

 

98

 

100

 

98

 

100

99%
Increased +1

+1

 
Strong Performers

4

ShareBuilder 401k

Drums, Rhode Island

Rob Younger
800-943-6108
More info

Visit Website

2006

$3 million - $5 million

363

1000+

90%

L

Available upon request.

 

100

 

98

 

99

 

98

 

96

98.2%
Decreased -3

-3

 

5

Payroll Center Inc.

Smyrna, Georgia

John Mcdowell
678-436-0111
More info

Visit Website

1982

Under $250,000

85

105

90%

L

Confidential

 

96

 

98

 

96

 

98

 

100

97.6%
Decreased -2

-2

 

6

Snap401k

Vernon Hills, Iowa

Scott Brandt
480-624-2500
More info

Visit Website

2007

$3 million - $5 million

4

300+

98%

L

T.Rowe Price, American Funds, Fidelity, Vanguard

 

96

 

98

 

97

 

98

 

96

97%
Decreased -4

-4

 
Contenders

7

Lowcost401k.com

Chantilly, Virginia

Jonathan Kroft
888-934-4015
More info

Visit Website

2007

$3 million - $5 million

3

300+

90%

L

Available upon request.

 

98

 

97

 

95

 

96

 

95

96.2%
Decreased -2

-2

 

8

Principal Financial Group

Des Moines, Indiana

Emily Eckman
800-986-3343
More info

Visit Website

1995

$5 million - $10 million

156

1000+

95%

M

Cicero, IL, University of Iowa

 

94

 

96

 

97

 

96

 

93

95.2%
Increased +2

+2

 

9

The Online 401(k)

San Francisco, California

Chad Parks
855-401-7253
More info

Visit Website

1999

$3 million - $5 million

4

300+

93%

L

Payroll Pros, LLC, FWD Partner (K)

 

94

 

93

 

96

 

95

 

94

94.4%
Decreased -1

-1

 

10

Intuit 401(k)

San Diego, California

Brad Smith
800-446-8848
More info

Visit Website

1994

$3 million - $5 million

4

100+

98%

L

Confidential

 

93

 

91

 

94

 

95

 

94

93.4%
Decreased -4

-4

 
 
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