ADP Retirement Services vs. WealthTrace Comparison


ADP Retirement Services ADP	WealthTrace	+	+
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About From easy plan management and unbiased investment choices to fiduciary services, simple plan setup and time-saving efficiencies, you can leverage benefits that make a difference with our retirement plan solutions. ADP is helping participants get retirement ready by putting meaningful tools in your employees hands so they can plan for retirement at their convenience. With a mobile enrollment experience that allows participants to enroll anytime, anywhere and features like the MyADP Retirement Snapshot calculator that allows participants to obtain an estimate of their retirement savings through a series of personalized questions, and targeted messaging that pushes important information to participants, we are always designing for you and your employees. Making the best possible investment choices for your plan is critical to its success.	About Take the guesswork out of planning for retirement. WealthTrace gives the most accurate financial projections and allows you to monitor your investment holdings, performance, transactions, and fees. Don't leave your retirement up to chance. With WealthTrace, you can take control of your retirement and find out if you have the funds to retire comfortably, and what you can do to change your financial situation. Link all of your investment accounts so you can track and monitor your balances and holdings. Your accounts will update every day, allowing you to track performance, transactions, fund fees, investment balances, and more. Your data is safe and secure using the latest security measures. Watch financial projections change in real-time as you change your assumptions. Get instant feedback on changing savings rates, retirement dates, expenses, withdrawal orders, and many other assumptions. Easily find out your optimal withdrawal rate and how much you need to save for retirement.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Businesses seeking for a solution offering 401(k) retirement plan management	Audience Organizations needing a solution to manage their retirement planning process through financial projections
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing $229 per year Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information ADP Founded: 1949 United States www.adp.com/what-we-offer/benefits/retirement/401k.aspx	Company Information WealthTrace United States www.mywealthtrace.com
Alternatives Transamerica Retirement Solutions Transamerica	Alternatives Range
Guideline	Broad Financial
Ubiquity Retirement + Savings	IRA Financial Trust
Shelton 401(k)	BitIRA
401k Easy View All	Equisoft/plan Equisoft View All
Categories 401(k)	Categories Wealth Management

Integrations ClearCompany ClockShark Deputy Docufree Homebase Microsoft Teams Oracle Fusion Cloud ERP OrgChart QuickBooks Online QuickBooks Time SAP SuccessFactors Slack SpotOn Teamwork TalentReef Workday Financial Management Workplace from Meta ZipRecruiter iCIMS Show More Integrations View All 24 Integrations	Integrations ClearCompany ClockShark Deputy Docufree Homebase Microsoft Teams Oracle Fusion Cloud ERP OrgChart QuickBooks Online QuickBooks Time SAP SuccessFactors Slack SpotOn Teamwork TalentReef Workday Financial Management Workplace from Meta ZipRecruiter iCIMS Show More Integrations
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