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Best 401(k) Software

Jeffrey Lin
JL
Researched and written by Jeffrey Lin

401(k) software helps organizations offer and manage retirement plans to their employees and ensure compliance with government regulations. 401(k) platforms are used to design a company’s retirement plan, select the fund’s investment options, onboard employees, manage contributions, and monitor employee participation through an administrative dashboard. Organizations also use these programs to provide an interface that allows employees to manage their contributions, make investment decisions, and manage actions like rollovers, loans, and distributions. 401(k) software is different from pension plans, which are funded by the employer, not the employee, and does not allow control over fund contributions, but guarantees a monthly check on retirement.

These systems are most commonly used by small business owners, finance and accounting teams, and human resources (HR) managers, enabling them to offer retirement plans to employees, encourage participation, and support the right investment strategy given an employee’s circumstances. 401(k) software can integrate with a company’s payroll software, which reduces the manual work of processing contributions as part of each payroll cycle. 401(k) software can also help companies process IRS documents and manage compliance with the Employee Retirement Income Security Act (ERISA) and Department of Labor (DOL) regulations.

To qualify for inclusion in the 401(k) category, a product must:

Offer plan administrators an onboarding process that enables 401(k) plan design
Provide plan administrators with way to monitor employee participation and access plan reports
Offer plan participants an onboarding process that enables them to set contribution rates and select investments
Provide plan participants a way to check their balance and change their investments
Help plan administrators prepare IRS forms and monitor compliance with government regulations

Best 401(k) Software At A Glance

Highest Performer:
Easiest to Use:
Top Trending:
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Easiest to Use:
Top Trending:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

No filters applied
23 Listings in 401(k) Available
(1,637)4.3 out of 5
Optimized for quick response
2nd Easiest To Use in 401(k) software
Save to My Lists
Entry Level Price:$120.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Human Interest is an easy way to offer a 401(k)or 403(b) that scales with your business. Our transparent pricing and customizable plans make offering a retirement benefit possible for companies of all

    Users
    • CEO
    • Owner
    Industries
    • Computer Software
    • Construction
    Market Segment
    • 81% Small-Business
    • 18% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Human Interest Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    191
    Easy Setup
    168
    Customer Support
    120
    401k Management
    103
    Payroll Integration
    85
    Cons
    Poor Customer Support
    73
    Payroll Issues
    40
    Poor Onboarding
    40
    Difficulty Understanding
    37
    Email Issues
    28
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Human Interest features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 8.7
    8.7
    Tax Benefits
    Average: 8.3
    8.6
    Reporting
    Average: 8.6
    8.7
    Monitoring
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2015
    HQ Location
    San Francisco, California
    Twitter
    @humaninteresthq
    1,406 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    755 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Human Interest is an easy way to offer a 401(k)or 403(b) that scales with your business. Our transparent pricing and customizable plans make offering a retirement benefit possible for companies of all

Users
  • CEO
  • Owner
Industries
  • Computer Software
  • Construction
Market Segment
  • 81% Small-Business
  • 18% Mid-Market
Human Interest Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
191
Easy Setup
168
Customer Support
120
401k Management
103
Payroll Integration
85
Cons
Poor Customer Support
73
Payroll Issues
40
Poor Onboarding
40
Difficulty Understanding
37
Email Issues
28
Human Interest features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 8.7
8.7
Tax Benefits
Average: 8.3
8.6
Reporting
Average: 8.6
8.7
Monitoring
Average: 8.8
Seller Details
Company Website
Year Founded
2015
HQ Location
San Francisco, California
Twitter
@humaninteresthq
1,406 Twitter followers
LinkedIn® Page
www.linkedin.com
755 employees on LinkedIn®
(341)4.2 out of 5
Optimized for quick response
3rd Easiest To Use in 401(k) software
Save to My Lists
Entry Level Price:$100.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and s

    Users
    • CEO
    • Owner
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 75% Small-Business
    • 24% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Betterment at Work Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    211
    Customer Support
    116
    Simple
    88
    User Interface
    84
    Setup Ease
    72
    Cons
    Poor Customer Support
    86
    Payroll Issues
    36
    Integration Issues
    32
    Lack of Phone Support
    31
    Limited Customization
    29
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Betterment at Work features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 8.7
    8.5
    Tax Benefits
    Average: 8.3
    8.1
    Reporting
    Average: 8.6
    8.4
    Monitoring
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2010
    HQ Location
    New York, US
    Twitter
    @Betterment
    36,620 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    579 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and s

Users
  • CEO
  • Owner
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 75% Small-Business
  • 24% Mid-Market
Betterment at Work Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
211
Customer Support
116
Simple
88
User Interface
84
Setup Ease
72
Cons
Poor Customer Support
86
Payroll Issues
36
Integration Issues
32
Lack of Phone Support
31
Limited Customization
29
Betterment at Work features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 8.7
8.5
Tax Benefits
Average: 8.3
8.1
Reporting
Average: 8.6
8.4
Monitoring
Average: 8.8
Seller Details
Company Website
Year Founded
2010
HQ Location
New York, US
Twitter
@Betterment
36,620 Twitter followers
LinkedIn® Page
www.linkedin.com
579 employees on LinkedIn®

This is how G2 Deals can help you:

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(1,027)4.5 out of 5
1st Easiest To Use in 401(k) software
View top Consulting Services for Guideline
Save to My Lists
Entry Level Price:$39.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Whether you’re starting or scaling your business, Guideline is the modern 401(k) your team will love. We make it easy to offer a premium benefit while keeping your business compliant — all with low fe

    Users
    • CEO
    • Owner
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 90% Small-Business
    • 10% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Guideline Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    205
    Easy Setup
    141
    Customer Support
    101
    401k Management
    100
    Easy Integrations
    82
    Cons
    Limited Options
    25
    Limited Investment Options
    24
    Difficulty Understanding
    20
    Poor Customer Support
    19
    Expensive
    18
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Guideline features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 8.7
    9.1
    Tax Benefits
    Average: 8.3
    8.9
    Reporting
    Average: 8.6
    9.0
    Monitoring
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Guideline
    Company Website
    Year Founded
    2015
    HQ Location
    Burlingame, California, United States
    Twitter
    @Guideline401k
    1,089 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    435 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Whether you’re starting or scaling your business, Guideline is the modern 401(k) your team will love. We make it easy to offer a premium benefit while keeping your business compliant — all with low fe

Users
  • CEO
  • Owner
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 90% Small-Business
  • 10% Mid-Market
Guideline Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
205
Easy Setup
141
Customer Support
101
401k Management
100
Easy Integrations
82
Cons
Limited Options
25
Limited Investment Options
24
Difficulty Understanding
20
Poor Customer Support
19
Expensive
18
Guideline features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 8.7
9.1
Tax Benefits
Average: 8.3
8.9
Reporting
Average: 8.6
9.0
Monitoring
Average: 8.8
Seller Details
Seller
Guideline
Company Website
Year Founded
2015
HQ Location
Burlingame, California, United States
Twitter
@Guideline401k
1,089 Twitter followers
LinkedIn® Page
www.linkedin.com
435 employees on LinkedIn®
(144)4.8 out of 5
Optimized for quick response
4th Easiest To Use in 401(k) software
Save to My Lists
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    401GO is a type of retirement plan solution designed to help small businesses and their employees access affordable and efficient 401(k) plans. Recognizing the challenges that small businesses face in

    Users
    • President
    • Owner
    Industries
    • Financial Services
    • Accounting
    Market Segment
    • 93% Small-Business
    • 7% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • 401GO Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    16
    Easy Setup
    15
    Customer Support
    12
    401k Management
    10
    Responsive Representatives
    9
    Cons
    Poor Navigation
    3
    Email Issues
    2
    Expensive
    2
    Integration Issues
    2
    Limited Customization
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • 401GO features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 8.7
    9.3
    Tax Benefits
    Average: 8.3
    8.9
    Reporting
    Average: 8.6
    9.1
    Monitoring
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    401GO
    Company Website
    Year Founded
    2017
    HQ Location
    West Jordan, Utah
    Twitter
    @401GOtoday
    88 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    78 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

401GO is a type of retirement plan solution designed to help small businesses and their employees access affordable and efficient 401(k) plans. Recognizing the challenges that small businesses face in

Users
  • President
  • Owner
Industries
  • Financial Services
  • Accounting
Market Segment
  • 93% Small-Business
  • 7% Mid-Market
401GO Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
16
Easy Setup
15
Customer Support
12
401k Management
10
Responsive Representatives
9
Cons
Poor Navigation
3
Email Issues
2
Expensive
2
Integration Issues
2
Limited Customization
2
401GO features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 8.7
9.3
Tax Benefits
Average: 8.3
8.9
Reporting
Average: 8.6
9.1
Monitoring
Average: 8.8
Seller Details
Seller
401GO
Company Website
Year Founded
2017
HQ Location
West Jordan, Utah
Twitter
@401GOtoday
88 Twitter followers
LinkedIn® Page
www.linkedin.com
78 employees on LinkedIn®
(26)3.7 out of 5
Optimized for quick response
5th Easiest To Use in 401(k) software
Save to My Lists
Entry Level Price:Starting at $19.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Since 1999, Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial futures. They've

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 65% Small-Business
    • 27% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Ubiquity Retirement Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Easy Setup
    4
    Investment Options
    4
    Customer Support
    3
    401k Management
    1
    Cons
    Limited Options
    2
    Poor Customer Support
    2
    Difficulty Understanding
    1
    Email Issues
    1
    High Fees
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Ubiquity Retirement features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 8.7
    9.5
    Tax Benefits
    Average: 8.3
    9.4
    Reporting
    Average: 8.6
    9.5
    Monitoring
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1999
    HQ Location
    San Francisco, California
    Twitter
    @ubiquitysavings
    2,548 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    88 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Since 1999, Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial futures. They've

Users
No information available
Industries
No information available
Market Segment
  • 65% Small-Business
  • 27% Mid-Market
Ubiquity Retirement Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Easy Setup
4
Investment Options
4
Customer Support
3
401k Management
1
Cons
Limited Options
2
Poor Customer Support
2
Difficulty Understanding
1
Email Issues
1
High Fees
1
Ubiquity Retirement features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 8.7
9.5
Tax Benefits
Average: 8.3
9.4
Reporting
Average: 8.6
9.5
Monitoring
Average: 8.8
Seller Details
Company Website
Year Founded
1999
HQ Location
San Francisco, California
Twitter
@ubiquitysavings
2,548 Twitter followers
LinkedIn® Page
www.linkedin.com
88 employees on LinkedIn®
(21)3.9 out of 5
6th Easiest To Use in 401(k) software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Provide retirement benefits your employees will rave about. Built for startups and growing businesses, ForUsAll is the first 401(k) provider to offer access to cryptocurrency. Founded in 2012 by the

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 57% Mid-Market
    • 43% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ForUsAll Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    This product has not yet received any positive sentiments.
    Cons
    Contribution Issues
    1
    Inadequate Reporting
    1
    Insufficient Information
    1
    Misleading Practices
    1
    Payroll Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ForUsAll features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 8.7
    9.7
    Tax Benefits
    Average: 8.3
    8.9
    Reporting
    Average: 8.6
    8.6
    Monitoring
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    ForUsAll
    Year Founded
    2012
    HQ Location
    San Francisco, California
    Twitter
    @ForUsAll401k
    668 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    42 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Provide retirement benefits your employees will rave about. Built for startups and growing businesses, ForUsAll is the first 401(k) provider to offer access to cryptocurrency. Founded in 2012 by the

Users
No information available
Industries
  • Computer Software
Market Segment
  • 57% Mid-Market
  • 43% Small-Business
ForUsAll Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
This product has not yet received any positive sentiments.
Cons
Contribution Issues
1
Inadequate Reporting
1
Insufficient Information
1
Misleading Practices
1
Payroll Issues
1
ForUsAll features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 8.7
9.7
Tax Benefits
Average: 8.3
8.9
Reporting
Average: 8.6
8.6
Monitoring
Average: 8.8
Seller Details
Seller
ForUsAll
Year Founded
2012
HQ Location
San Francisco, California
Twitter
@ForUsAll401k
668 Twitter followers
LinkedIn® Page
www.linkedin.com
42 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Betterment Advisor Solutions is the all-in-one custodial platform purpose-built for independent RIAs, helping you serve more clients, more efficiently, across investing, retirement, and cash. Powe

    Users
    No information available
    Industries
    • Financial Services
    • Investment Management
    Market Segment
    • 97% Small-Business
    • 3% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Betterment Advisor Solutions Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Customer Support
    12
    Simple
    8
    Ease of Access
    7
    User Interface
    7
    Cons
    Limited Customization
    5
    Limited Options
    5
    Limited Investment Options
    4
    Not User-Friendly
    4
    Feature Deficiency
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Betterment Advisor Solutions features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 8.7
    7.5
    Tax Benefits
    Average: 8.3
    6.7
    Reporting
    Average: 8.6
    8.6
    Monitoring
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2010
    HQ Location
    New York, US
    Twitter
    @Betterment
    36,620 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    579 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Betterment Advisor Solutions is the all-in-one custodial platform purpose-built for independent RIAs, helping you serve more clients, more efficiently, across investing, retirement, and cash. Powe

Users
No information available
Industries
  • Financial Services
  • Investment Management
Market Segment
  • 97% Small-Business
  • 3% Enterprise
Betterment Advisor Solutions Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Customer Support
12
Simple
8
Ease of Access
7
User Interface
7
Cons
Limited Customization
5
Limited Options
5
Limited Investment Options
4
Not User-Friendly
4
Feature Deficiency
2
Betterment Advisor Solutions features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 8.7
7.5
Tax Benefits
Average: 8.3
6.7
Reporting
Average: 8.6
8.6
Monitoring
Average: 8.8
Seller Details
Company Website
Year Founded
2010
HQ Location
New York, US
Twitter
@Betterment
36,620 Twitter followers
LinkedIn® Page
www.linkedin.com
579 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Transamerica provides customized retirement plans.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Transamerica Retirement Solutions Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1
    Simple
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Transamerica Retirement Solutions features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 8.7
    9.2
    Tax Benefits
    Average: 8.3
    9.2
    Reporting
    Average: 8.6
    10.0
    Monitoring
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1904
    HQ Location
    Baltimore, Maryland
    Twitter
    @transamerica
    49,368 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    14,424 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Transamerica provides customized retirement plans.

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Transamerica Retirement Solutions Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1
Simple
1
Cons
This product has not yet received any negative sentiments.
Transamerica Retirement Solutions features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 8.7
9.2
Tax Benefits
Average: 8.3
9.2
Reporting
Average: 8.6
10.0
Monitoring
Average: 8.8
Seller Details
Year Founded
1904
HQ Location
Baltimore, Maryland
Twitter
@transamerica
49,368 Twitter followers
LinkedIn® Page
www.linkedin.com
14,424 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Employee Fiduciary, LLC, founded in 2004 and headquartered in Mobile, AL, is a leading provider of low-cost 401(k) plans for small to medium-sized businesses. The company’s founding principles are tra

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Employee Fiduciary Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    401k Management
    1
    Clarity
    1
    Ease of Use
    1
    Easy Management
    1
    Investment Options
    1
    Cons
    Difficulty Understanding
    1
    Technical Problems
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Employee Fiduciary features and usability ratings that predict user satisfaction
    0.0
    No information available
    6.7
    Tax Benefits
    Average: 8.3
    10.0
    Reporting
    Average: 8.6
    10.0
    Monitoring
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
Product Description
How are these determined?Information
This description is provided by the seller.

Employee Fiduciary, LLC, founded in 2004 and headquartered in Mobile, AL, is a leading provider of low-cost 401(k) plans for small to medium-sized businesses. The company’s founding principles are tra

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Employee Fiduciary Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
401k Management
1
Clarity
1
Ease of Use
1
Easy Management
1
Investment Options
1
Cons
Difficulty Understanding
1
Technical Problems
1
Employee Fiduciary features and usability ratings that predict user satisfaction
0.0
No information available
6.7
Tax Benefits
Average: 8.3
10.0
Reporting
Average: 8.6
10.0
Monitoring
Average: 8.8
Seller Details
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    An objective, friendly and convenient widget for managing the pension and insurance future of each and every one.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Robin Hood pro Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Education
    1
    Cons
    Inadequate Reporting
    1
    Price Increase
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Robin Hood pro features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2015
    HQ Location
    Tel Aviv, IL
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

An objective, friendly and convenient widget for managing the pension and insurance future of each and every one.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Robin Hood pro Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Education
1
Cons
Inadequate Reporting
1
Price Increase
1
Robin Hood pro features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2015
HQ Location
Tel Aviv, IL
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Slavic401k is an innovation leader in retirement plan services. We are among the fastest growing 401(k) providers in the U.S.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Slavic 401k Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    This product has not yet received any positive sentiments.
    Cons
    Email Issues
    1
    High Fees
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Slavic 401k features and usability ratings that predict user satisfaction
    0.0
    No information available
    5.0
    Tax Benefits
    Average: 8.3
    5.8
    Reporting
    Average: 8.6
    5.0
    Monitoring
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1995
    HQ Location
    Boca Raton, FL
    Twitter
    @slavic401k
    949 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    137 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Slavic401k is an innovation leader in retirement plan services. We are among the fastest growing 401(k) providers in the U.S.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Slavic 401k Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
This product has not yet received any positive sentiments.
Cons
Email Issues
1
High Fees
1
Slavic 401k features and usability ratings that predict user satisfaction
0.0
No information available
5.0
Tax Benefits
Average: 8.3
5.8
Reporting
Average: 8.6
5.0
Monitoring
Average: 8.8
Seller Details
Year Founded
1995
HQ Location
Boca Raton, FL
Twitter
@slavic401k
949 Twitter followers
LinkedIn® Page
www.linkedin.com
137 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vestwell is an entirely new kind of digital retirement platform transforming the way plans are offered and administered for the benefit of advisors, employers, and employees alike.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Mid-Market
    • 50% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Vestwell Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    401k Management
    1
    Pricing
    1
    Cons
    Lack of Phone Support
    1
    Poor Follow-up
    1
    Poor Onboarding
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Vestwell features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 8.7
    8.3
    Tax Benefits
    Average: 8.3
    8.3
    Reporting
    Average: 8.6
    8.3
    Monitoring
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Vestwell
    Year Founded
    2016
    HQ Location
    New York, US
    Twitter
    @Vestwell
    1,251 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    441 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vestwell is an entirely new kind of digital retirement platform transforming the way plans are offered and administered for the benefit of advisors, employers, and employees alike.

Users
No information available
Industries
No information available
Market Segment
  • 50% Mid-Market
  • 50% Small-Business
Vestwell Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
401k Management
1
Pricing
1
Cons
Lack of Phone Support
1
Poor Follow-up
1
Poor Onboarding
1
Vestwell features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 8.7
8.3
Tax Benefits
Average: 8.3
8.3
Reporting
Average: 8.6
8.3
Monitoring
Average: 8.8
Seller Details
Seller
Vestwell
Year Founded
2016
HQ Location
New York, US
Twitter
@Vestwell
1,251 Twitter followers
LinkedIn® Page
www.linkedin.com
441 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Retirement Plan Software is a benefits administration software that handles all types of DB and DC plans including daily valuations and web access.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Defined Contribution / 401(k) System features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    10.0
    Reporting
    Average: 8.6
    10.0
    Monitoring
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1981
    HQ Location
    Sylmar, US
    LinkedIn® Page
    www.linkedin.com
    127 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Retirement Plan Software is a benefits administration software that handles all types of DB and DC plans including daily valuations and web access.

Users
No information available
Industries
No information available
Market Segment
  • 100% Enterprise
Defined Contribution / 401(k) System features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
10.0
Reporting
Average: 8.6
10.0
Monitoring
Average: 8.8
Seller Details
Year Founded
1981
HQ Location
Sylmar, US
LinkedIn® Page
www.linkedin.com
127 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Saveday is 401(k) Solved! Convenient to start, simple to use, and wildly affordable for small to medium businesses.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Saveday features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SaveDay
    Year Founded
    2016
    HQ Location
    Austin, US
    LinkedIn® Page
    www.linkedin.com
    10 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Saveday is 401(k) Solved! Convenient to start, simple to use, and wildly affordable for small to medium businesses.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Saveday features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
SaveDay
Year Founded
2016
HQ Location
Austin, US
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    401(k) Easy is 401k plan administration software solution.

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • 401(k) Easy features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    401k Easy
    Year Founded
    2000
    HQ Location
    Los Angeles, US
    LinkedIn® Page
    www.linkedin.com
    2 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

401(k) Easy is 401k plan administration software solution.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
401(k) Easy features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
401k Easy
Year Founded
2000
HQ Location
Los Angeles, US
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
0 ratings
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    America's Best 401k solves the primary problem that exists with the majority of existing 401k plans. It is our mission to rescue 401k plan participants from high, unnecessary, and unreasonable fees,

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • AB401k features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    AB401k
    Year Founded
    2012
    HQ Location
    Scottsdale, US
    LinkedIn® Page
    www.linkedin.com
    57 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

America's Best 401k solves the primary problem that exists with the majority of existing 401k plans. It is our mission to rescue 401k plan participants from high, unnecessary, and unreasonable fees,

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
AB401k features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
AB401k
Year Founded
2012
HQ Location
Scottsdale, US
LinkedIn® Page
www.linkedin.com
57 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The bav|guard is a German cross-provider communication and administration software for company pension schemes (bAV), company health insurance (bKV), and other benefits. The tool is aimed at HR depart

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • bav|guard features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    bavonline
    Year Founded
    2019
    HQ Location
    Gummersbach, DE
    LinkedIn® Page
    www.linkedin.com
    7 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The bav|guard is a German cross-provider communication and administration software for company pension schemes (bAV), company health insurance (bKV), and other benefits. The tool is aimed at HR depart

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
bav|guard features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
bavonline
Year Founded
2019
HQ Location
Gummersbach, DE
LinkedIn® Page
www.linkedin.com
7 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Congruent Solutions is specialist technology solutions and outsourced plan administration services provider to the retirement plan industry. We help Plan Providers, Record Keepers, and Third-Party Adm

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Congruent features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
Product Description
How are these determined?Information
This description is provided by the seller.

Congruent Solutions is specialist technology solutions and outsourced plan administration services provider to the retirement plan industry. We help Plan Providers, Record Keepers, and Third-Party Adm

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Congruent features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Money Intelligence is reinventing the 401(k) and helping companies offer the best retirement plans to their employees. Money Intelligence is fighting to turn 401(k)s into something employees love, in

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Money intelligence features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
Product Description
How are these determined?Information
This description is provided by the seller.

Money Intelligence is reinventing the 401(k) and helping companies offer the best retirement plans to their employees. Money Intelligence is fighting to turn 401(k)s into something employees love, in

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Money intelligence features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The future of workplace pensions is here. Engage, attract and retain the best talent with a tech-first pension that helps your team secure their financial future. Discover the intuitive pension app t

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Penfold pension features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Penfold
    Year Founded
    2018
    HQ Location
    London, UK
    Twitter
    @getpenfold
    1,251 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    72 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The future of workplace pensions is here. Engage, attract and retain the best talent with a tech-first pension that helps your team secure their financial future. Discover the intuitive pension app t

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Penfold pension features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Penfold
Year Founded
2018
HQ Location
London, UK
Twitter
@getpenfold
1,251 Twitter followers
LinkedIn® Page
www.linkedin.com
72 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ShareBuilder 401k was launched in 2005 with the goal of making retirement savings plans accessible for all. Today, we serve over 6,000 companies across America offering 401(k) plan design consulting,

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ShareBuilder 401k features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    SEATTLE, WA
    LinkedIn® Page
    www.linkedin.com
    24 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ShareBuilder 401k was launched in 2005 with the goal of making retirement savings plans accessible for all. Today, we serve over 6,000 companies across America offering 401(k) plan design consulting,

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
ShareBuilder 401k features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
HQ Location
SEATTLE, WA
LinkedIn® Page
www.linkedin.com
24 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Tantify is a virtual staging company that provides outstanding renderings and an easy-to-use platform.

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Tantify features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

Tantify is a virtual staging company that provides outstanding renderings and an easy-to-use platform.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Tantify features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
LinkedIn® Page
www.linkedin.com
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Retire Ready is a benefits administration software that simplifies retirement planning.

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • The Retirement Analysis Kit features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Twitter
    @RetireReadySol
    296 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    21 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Retire Ready is a benefits administration software that simplifies retirement planning.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
The Retirement Analysis Kit features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Twitter
@RetireReadySol
296 Twitter followers
LinkedIn® Page
www.linkedin.com
21 employees on LinkedIn®