Pecunia vs Charles Schwab

Compare and evaluate Pecunia vs Charles Schwab based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

Pecunia offers 401(k) Plan, Investment Management, Retirement Plan Consulting to companies with 0 employees. Charles Schwab offers to companies with 0 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

Pecunia

Pecunia

Reviews pending
Charles Schwab

Charles Schwab

Reviews pending

Product Description

Pecunia

-

Charles Schwab

-

Min. Group Size

Pecunia

1 eligible

Charles Schwab

-

Lives Serviced

Pecunia

-

Charles Schwab

-

Product Specific Features

Pecunia

Charles Schwab

✓

Traditional pre-tax 401(k) 

✓

Roth 401(k)

✓

401(k) online portal

✓

Contribution management

✓

Payroll Integration

✓

Flexible 401(k) Plans

✓

401(k) plan administration

✓

Expert portfolio support

✓

Investment management option

✓

Fiduciary and trustee services

✓

Compliance tracking and filing

✓

Investment library

Features

Pecunia

✓

Responsive Design

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Charles Schwab

Official Resources

Pecunia

Charles Schwab

Media

Pecunia

Charles Schwab

About

Pecunia

Pecunia serves small and medium size businesses promoting workplace wellbeing and productivity by providing workers access to a high quality,... Show More

Charles Schwab

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its... Show More

Founded

Pecunia

09/20

Charles Schwab

1973

Location

Pecunia

Chicago

Charles Schwab

211 Main St, San Francisco, CA 94105, US

Employees

Pecunia

Charles Schwab

26,524

Funding Summary

Pecunia

Not Provided

Charles Schwab

10K Grant

Website

Competitors

Pecunia

-

Charles Schwab

-

Reviews

Pecunia

0.0 (0)

Charles Schwab

0.0 (0)

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