RESEARCH | July 30, 2021 2021 PLANADVISER Small-Plan Services Survey Reported by PLANADVISER | Art by Katherine Streeter Providers Navigation StoryIndustry SnapshotProvider RankingsProvidersMethodology Select a year 2021 PURCHASE REPRINTWANT MORE INFO? Providers -- Providers Overview --Recordkeeping Providers SEP / SIMPLE / Solo 401(k) Providers 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