Providers
Charles Schwab
Qualified plan adviser votes | 145 |
Overall Perception Among Qualified Advisers | |||
---|---|---|---|
Very favorable | 26% | ||
Somewhat favorable | 43% | ||
Not favorable | 31% |
Plan Adviser Experience with Provider | |||
---|---|---|---|
Worked with many times | 30% | ||
Worked with several times | 14% | ||
Worked with a few times | 33% | ||
Worked with once | 23% |
Key service categories | |||
---|---|---|---|
Overall service to micro plans | 4 votes | ||
Overall service to small plans | 13 votes | ||
Participant website and online tools | 8 votes | ||
Sponsor website and reporting | 17 votes | ||
Regulatory and compliance support | 15 votes | ||
Fee clarity and disclosure | 15votes | ||
Value for price | 9 votes | ||
Plan design flexibility/customization | 34 votes | ||
Adviser sales/marketing support | 5 votes | ||
Web tools/functionality for advisers | 15 votes | ||
Fee structure for advisers | 11 votes |