Schwab Stock Plan Services Earns Highest Net Promoter Score Client Loyalty Rating in Group Five Benchmarking Study
Schwab was the highest-rated provider in these administration service categories:
- Net Promoter Score – Loyalty – likely to recommend
- Ease-of-use of administration platform
- Satisfaction with fees charged to participants
“Earning such high ratings from our clients really drives home the impact of our ‘Through Clients’ Eyes’ strategy,” said
Schwab also earned the highest ratings in these corporate image categories:
- Industry leader
- Empathy (Genuinely cares about my company’s and participants’ best interests)
“These top corporate image ratings show that Schwab’s values are on display for our clients and are part of their experience. They are building blocks of trust and the foundation of successful client relationships,” Reback said.
About the Group Five 2022 Equity Compensation Administration Benchmarking Study
Now in its 24th year, Group Five’s annual Equity Compensation Administration Benchmarking Study includes responses from 586 U.S. public companies who outsource their equity plan administration for either recordkeeping, plan participant experience, or both. The study is the only independent forum for plan sponsors to confidentially make their opinions and priorities known to service providers.
At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.
Brokerage Products: Not FDIC‐Insured • No Bank Guarantee • May Lose Value
Schwab Stock Plan Services provides equity compensation plan services and other financial services to corporations and employees through
Through its operating subsidiaries,