PlanYear vs Fidelity Investments

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

PlanYear offers Administrative Services, Digital Member Communications, Claims Analytics to companies with 19,500 employees. Fidelity Investments offers to companies with 150,000 employees.

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

PlanYear

PlanYear

Reviews pending

Product Description

PlanYear

-

Fidelity Investments

-

Min. Group Size

PlanYear

50 eligible

Fidelity Investments

30 eligible

Lives Serviced

PlanYear

-

Fidelity Investments

5,000

Product Specific Features

PlanYear

Not offered

FSA platform

✓

Data document management

✓

Billing services

Not offered

Medical FSA

Not offered

Limited medical FSA

Not offered

Combined FSA

Not offered

Dependent Care FSA

Not offered

FSA carryover

Not offered

FSA grace period

Not offered

Insurance eligibility verification

Fidelity Investments

Features

PlanYear

✓

Employee self-service

✓

Manager self-service

✓

iOS native application

✓

Android native application

✓

Responsive design

✓

SaaS / Cloud-based

✓

Dashboard analytics

✓

Third-party integrations

✓

SOC audit(s) performed

Fidelity Investments

✓

Employee self-service

✓

Manager self-service

Not offered

Global capabilities

Not offered

GDPR Compliant

Not offered

iOS native application

Not offered

Android native application

Not offered

Responsive design

✓

SaaS / Cloud-based

✓

Dashboard analytics

Not offered

Third-party integrations

✓

SOC audit(s) performed

Official Resources

PlanYear

Fidelity Investments

Media

PlanYear

Fidelity Investments

About

PlanYear

PlanYear is a comprehensive benefits solution built for benefits consultants, employers and employees throughout the benefits lifecycle. We help benefits... Show More

Fidelity Investments

Fidelity Investments® has been in business 73 years. It was founded in 1946 by Edward C. Johnson 2d, as an... Show More

Founded

PlanYear

2022

Fidelity Investments

1946

Location

PlanYear

CA

Fidelity Investments

Boston, MA

Employees

PlanYear

13,000

Fidelity Investments

69,817

Funding Summary

PlanYear

Not Provided

Fidelity Investments

40M Series A

Website

Competitors

PlanYear

-

Fidelity Investments

-

Reviews

PlanYear

0.0 (0)

Fidelity Investments

0.0 (0)

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