Providers
Charles Schwab
Qualified plan adviser votes | 82 |
Overall perception among plan advisers | |||
---|---|---|---|
Very favorable | 19.5% | ||
Somewhat favorable | 39.5% | ||
Not favorable | 14.2% | ||
No opinion | 26.8% |
Plan adviser experience with provider | |||
---|---|---|---|
Worked with many times | 21.2% | ||
Worked with a few times | 27.1% | ||
Worked with once | 15.3% | ||
Never worked with | 36.5% |
Top 10 service categories | |||
---|---|---|---|
1 Overall service to midsize plans | 9 votes | ||
2 Overall service to small plans | 8 votes | ||
3 Overall service to large plans | 7 votes | ||
4 Reputation | 6 votes | ||
4 Plan participant support | 6 votes | ||
6 Adviser support post-sale | 5 votes | ||
6 Plan sponsor support | 5 votes | ||
8 Best value for price | 4 votes | ||
8 Fee structure for advisers | 4 votes | ||
8 Adviser sales/marketing support | 4 votes |