Principal Financial vs Charles Schwab

Compare and evaluate Principal Financial 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.

Principal Financial offers 401(k) Plan, Pension Plan, Employee Stock Ownership Plan (ESOP) 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.

Charles Schwab

Charles Schwab

Reviews pending

Product Description

Principal Financial

-

Charles Schwab

-

Min. Group Size

Principal Financial

-

Charles Schwab

-

Lives Serviced

Principal Financial

7,183,014

Charles Schwab

-

Product Specific Features

Principal Financial

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

Principal Financial

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

Charles Schwab

Official Resources

Principal Financial

Charles Schwab

Media

Principal Financial

Charles Schwab

About

Principal Financial

Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance... 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

Principal Financial

1879

Charles Schwab

1973

Location

Principal Financial

711 High St., Des Moines, Iowa 50309, US

Charles Schwab

211 Main St, San Francisco, CA 94105, US

Employees

Principal Financial

20,000

Charles Schwab

26,524

Funding Summary

Principal Financial

33.5M Series C

Charles Schwab

10K Grant

Website

Competitors

Principal Financial

-

Charles Schwab

-

Reviews

Principal Financial

0.0 (0)

Charles Schwab

0.0 (0)

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