Updated 2026-03-30

Fidelity vs ADP 401(k) Comparison

Compare Fidelity Investments (#1, 9.5/10) and ADP Retirement Services (#7, 8.1/10) side by side across fees, ratings, features, and investment options.

Overall Comparison

FeatureFidelityADP
Overall Score9.5/108.1/10
Rank#1#7
AUM$4.5 trillion$130 billion
Participants43 million3 million
Plan Sponsors23,000+90,000+
Founded19461949

Ratings Comparison

CategoryFidelityADP
Fees & Costs4.9/53.4/5
Investment Options4.9/53.5/5
Customer Service4.8/54.0/5
Mobile App4.7/53.7/5

Fee Comparison

Fee TypeFidelityADP
Admin Fees$0 - varies by plan$2,000 - $5,000/year base
Expense Ratios0.00% - 0.75%Varies by investment partner
Trading Fees$0 for stocks/ETFsPlan dependent
Advisory Fees0.35% - 1.0%0.35% - 0.75%

Fidelity Strengths

ADP Strengths

Rollover, Loans & Withdrawals

FeatureFidelityADP
Rollover PlatformNetBenefitsADP Retirement Portal
Loans AvailableYesYes
Withdrawal MethodsOnline via NetBenefits, Phone (800-343-3548), Fidelity branch officesOnline via ADP portal, Phone (800-695-7526)
Distribution OptionsLump sum, Partial withdrawal, Installment payments, Rollover to IRALump sum, Partial withdrawal, Installment payments, Rollover to IRA

Which Should You Choose?

Choose Fidelity if you want:

  • Large employers
  • Cost-conscious investors
  • Self-directed investors
  • Solo 401(k) seekers

Choose ADP if you want:

  • ADP payroll users
  • Multi-state employers
  • HR bundle seekers
  • Compliance-focused companies

Our Verdict: Fidelity vs ADP

Fidelity Investments wins this comparison with a score of 9.5/10 vs 8.1/10. Fidelity excels with zero expense ratio index funds (fzrox, fzilx), making it the stronger choice for most investors in this matchup. However, the best choice ultimately depends on your specific needs, employer plan availability, and investment preferences.

Full Fidelity Review Full ADP Review

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Fidelity vs ADP: Complete 401(k) Comparison for 2026

Choosing between Fidelity Investments and ADP Retirement Services for your 401(k) is an important decision that affects your retirement savings. Fidelity offers largest provider while ADP is known for payroll integration. In terms of fees, Fidelity charges 0.00% - 0.75% expense ratios compared to ADP's Varies by investment partner. Fidelity manages $4.5 trillion in assets and serves 43 million participants, while ADP has $130 billion AUM and 3 million participants.

Key Differences: Fidelity vs ADP

When comparing Fidelity and ADP, consider their core strengths: Fidelity excels with zero expense ratio index funds (fzrox, fzilx), while ADP stands out for direct payroll integration. Both providers offer a wide range of investment options including target-date funds, index funds, and managed accounts. Fidelity's customer service rating is 4.8/5 compared to ADP's 4.0/5. For mobile experience, Fidelity scores 4.7/5 while ADP scores 3.7/5.

Which Provider is Right for You?

Choose Fidelity if you prioritize large employers. Choose ADP if you're looking for adp payroll users. Your decision should also consider your employer's plan availability, fee sensitivity, desired investment options, and customer service expectations. For detailed reviews, visit our individual Fidelity and ADP provider pages.

Frequently Asked Questions

Fidelity Investments scores higher in our 2026 rankings with 9.5/10. Fidelity is best for large employers, while ADP is best for adp payroll users. The right choice depends on your employer's plan and your priorities.

Fidelity charges expense ratios of 0.00% - 0.75% with admin fees of $0 - varies by plan. ADP charges Varies by investment partner expense ratios with admin fees of $2,000 - $5,000/year base. Fidelity's fees rating is 4.9/5 compared to ADP's 3.4/5.

Yes, you can roll over between Fidelity and ADP. Fidelity uses NetBenefits for rollovers, while ADP uses ADP Retirement Portal. A direct rollover avoids mandatory tax withholding. Contact your new provider to initiate the transfer.

Fidelity offers 401(k) loans. ADP offers 401(k) loans. Both providers typically allow loans up to 50% of your vested balance or $50,000, whichever is less.

Fidelity scores 4.9/5 for investment options, while ADP scores 3.5/5. Both offer target-date funds, index funds, and managed accounts. Fidelity's investment options include Index Funds, Target Date Funds, Mutual Funds. ADP offers Partner Fund Lineups, Target Date Funds, Stable Value.

For small businesses, consider plan minimums and per-participant costs. Fidelity is best for large employers, cost-conscious investors, self-directed investors, solo 401(k) seekers. ADP is best for adp payroll users, multi-state employers, hr bundle seekers, compliance-focused companies. Compare admin fees: Fidelity charges $0 - varies by plan vs ADP's $2,000 - $5,000/year base.

Pavlo Pyskunov

Pavlo Pyskunov

Managing Director & Investment Fund Director

Pavlo Pyskunov analyzes employer-sponsored retirement plans using IRS publications and DOL Form 5500 filings, helping workers maximize their 401(k) savings through data-driven guidance.

Last updated: 2026-03-30