RESEARCH | July 30, 2021 2021 PLANADVISER Small-Plan Services Survey Reported by PLANADVISER | Art by Katherine Streeter Providers Navigation StoryIndustry SnapshotProvider RankingsProvidersMethodology Select a year2021 Select a year 2021 PURCHASE REPRINTWANT MORE INFO? Providers -- Providers Overview --Recordkeeping Providers SEP / SIMPLE / Solo 401(k) Providers -- Providers Overview --Recordkeeping Providers SEP / SIMPLE / Solo 401(k) Providers Recordkeeping ProvidersADP Retirement ServicesAIG Retirement ServicesAlight SolutionsAmerican FundsAmeritasAscensusBank of America CorporationBenefit Consultants GroupBOK FinancialBPASConduentCorrell Co.CUNA Mutual GroupEmployee Fiduciary, LLCEmpower RetirementEPIC Retirement Plan ServicesEquitable Financial Life Insurance CompanyFidelity InvestmentsGuidelineInsperityInvescoJ.P. Morgan RetirementJohn HancockJuly Business ServicesLincoln Financial GroupMilliman, Inc.MissionSquare RetirementMutual of AmericaNationwideNewportNolan FinancialNWPSOneAmericaPaychex, Inc.PCS RetirementPentegraPrincipal Financial GroupPrudential RetirementRPG ConsultantsSecurian FinancialSentinel Benefits & Financial GroupT. Rowe PriceTCG AdministratorsThe StandardTIAATransamerica Retirement Solutions LLCUSI Consulting Group, Inc.VanguardVoya Financial SEP / SIMPLE / Solo 401(k) ProvidersADP Retirement ServicesAscensusCapital Group | American FundsCharles Schwab & Co., Inc.Correll Co.Fidelity InvestmentsFiduciary Advisors, Ltd.InvescoJuly Business ServicesMutual of OmahaPAi Retirement Services - A Newport CompanyPCS RetirementPrincipal Financial Group