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ADP Help Me Choose vs Charles Schwab Retirement Plan Services

Both stand on 401(k) software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

ADP Help Me Choose

Paid AndroidiPhoneWeb

Help Me Choose offers a guided way to review benefits during Open Enrollment, with an option to skip the survey. Its recommendations are decision support, not professional advice, and pricing requires a request to ADP.

Visit ADP Help Me Choose

Charles Schwab Retirement Plan Services

Paid AndroidiPhoneWeb
Visit Charles Schwab Retirement Plan Services

The facts

ADP Help Me ChooseCharles Schwab Retirement Plan Services
Free planNot publishedNo
Open sourceNot publishedNot published
Runs onAndroid, iPhone, WebAndroid, iPhone, Web
Lowest paid planFree or on requestNot published
Plans published1None
MakerNot publishedNot published
Websiteadp.comschwab.com
On 401(k) software#1 of 14#5 of 14

ADP Help Me Choose: what it does well

  • Optional survey can be skipped if benefits are already chosen.
  • Survey takes about 10 minutes.
  • Available in mobile and desktop enrollment flows.
  • Uses employer benefits and employee-provided or authorized information.

What to know first

  • Available during Open Enrollment only.
  • Recommendations are not legal, tax, investment, or financial advice.
  • Price is available on request, not published.

Charles Schwab Retirement Plan Services: what it does well

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