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Fidelity Investments - Benefits Administration

Vendor Analysis

by NelsonHall Analyst

published on Nov 08, 2017

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Report Overview:

This NelsonHall vendor assessment analyzes Fidelity Investments' capabilities and offerings in benefits administration.

Who is this Report for:

NelsonHall’s benefits administration vendor assessment for Fidelity is a comprehensive assessment of Fidelity’s benefits administration services offering and capabilities, designed for: 

  • Sourcing managers monitoring the capabilities of existing suppliers of benefits administration and identifying vendor suitability for benefits administration RFPs 
  • Vendor marketing, sales, and business managers looking to benchmark themselves against their peers 
  • Financial analysts and investors specializing in the benefits administration sector. 

Scope of this Report:

The report provides a comprehensive and objective analysis of Fidelity’s benefits administration offering, capabilities, and market and financial strength, including:

  • Identification of the company’s strategy, emphasis, and new developments 
  • Analysis of the company’s strengths, weaknesses, and outlook
  • Revenue estimates
  • Analysis of the profile of the company’s customer base including the  company’s targeting strategy and examples of current contracts
  • Analysis of the company’s offerings and key service components
  • Analysis of the company’s delivery organization including the location of delivery locations. 

Key Findings & Highlights:

Fidelity is a financial services corporation that provides benefits administration services through its Workplace Investing segment.  

Fidelity’s benefits administration services offering includes DC administration, DB administration, stock plan administration, H&W administration, spending account administration, private healthcare exchange in select states, and retiree health transition services.  

Fidelity has ~21,632 benefits administration clients and serves ~27.2m participants.  

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