4 things comp teams can do with Compa and Fidelity

1. Keep equity data  up to date

Comp teams often rely on manual exports from their stock plan platform to understand employee equity.

Compa’s integration with Fidelity Stock Plan Services replaces manual work with an automated view of current market data. Grants, vesting schedules, and other equity data flows directly from Fidelity into Compa, giving comp teams structured, up-to-date data without running reports or reformatting spreadsheets.

Comp teams can spend less time preparing equity data and more time analyzing it alongside the market.

2. Understand how vesting schedules affect retention

Most comp teams still can’t answer these basic equity questions: 

Does a front-loaded vesting schedule improve retention? What about shorter vesting periods? Do different vesting structures attract different types of talent?

Compa and Fidelity are researching these questions together by combining Fidelity’s recordkeeping data with Compa’s job-level compensation and pay mix data across enterprise customers.

The research will examine how vesting schedules affect attraction and retention, and how employee demographics impact outcomes, giving comp teams intelligence they can use to design equity programs.

3. Benchmark pay with live market data 

Traditional compensation surveys lag behind the market, reflecting what companies paid months ago. 

Compa’s live market data regularly updates through direct integrations with applicant tracking, human capital management, and equity systems, giving comp teams a current view of pay.

Fidelity’s Workplace Consulting team can now bring Compa’s market intelligence into compensation reviews. Comp teams can see how their pay compares with the market using data that reflects recent hiring activity, not the last survey cycle.

"With Compa's live market data and Fidelity's in-depth stock admin data we can make precise decisions around total rewards and how to stay competitive in the market."

— Alice Chung, Toast Labs

4. Access to a strategic comp consultant 

Fidelity’s Workplace Consulting Team works closely with HR and total rewards teams at enterprise companies.

With access to Compa’s live market data, Fidelity can help comp teams spot where there may be risks with their pay strategy and program design, to increase the effectiveness of recruiting, retention, and performance. 

This gives comp teams a consultant who understands both their equity program and how their pay compares with the market.

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Want to learn more about Compa and Fidelity’s partnership? Reach out here.

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Disclosures

Compa and Fidelity Investments are not affiliated.

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