Every category where a model named Charles Schwab for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.

Category	Function	Share	Rank	Negative rate	Labels	Quadrant	Since September 2026
401(k) providers	Compensation and total rewards	0%	13 of 78	0%	18	accepted challenger
HSA and FSA administrators	Compensation and total rewards	0%	40 of 111	0%	1	under 10 labels · led by HealthEquity at 29%

Movement

This is the first edition on this tier, so no move can be computed for Charles Schwab yet. From the next edition this section shows, per buyer segment and per category, whether its share moved by more than the measured noise floor.

By model

How each model treated Charles Schwab across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.

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Model	First choice	Alternative	Mention	Labels
Claude Haiku 4.5	0	0	1	1
GPT-5.4 mini	0	0	0	0
Gemini 3.5 Flash	1	0	1	2
Perplexity Sonar	0	0	1	1
Grok 4.1 Fast	0	3	0	3
Mistral Small	0	0	1	1
DeepSeek V4 Flash	0	0	1	1
Llama 4 Maverick	0	0	0	0
Qwen 3.7 Flash	1	4	0	5
Kimi K2	0	0	2	2
GLM 4.7 FlashX	0	1	0	1
MiniMax M2.5	0	0	1	1
GPT-6 Luna	0	0	0	0
Muse Glimmer 30B	0	1	0	1

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.

FramingLabels by classFirst choices

Direct5 labelsNone

Paraphrase6 labelsNone

Comparative18 labelsNone

Budget-constrained2 labelsNone

Scale-constrained4 labelsNone

Negative5 labels2not counted in share

First choiceAlternativeMentionNegative40 labels in all, every segment counted; 0 of the 2 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“Vanguard, Fidelity Investments, and Charles Schwab are renowned for offering excellent low-cost institutional index funds.” Gemini 3.5 Flash · 401(k) providers · negative prompt · first choice

“most large providers—such as Fidelity, Vanguard, Charles Schwab, Empower ...—are considered industry standards” Qwen 3.7 Flash · 401(k) providers · negative prompt · first choice

“Schwab is a favorite among small business owners because their pricing is straightforward with no hidden layers.” Qwen 3.7 Flash · 401(k) providers · budget prompt · alternative

“Charles Schwab offers the best full-service experience, especially after integrating TD Ameritrade.” Muse Glimmer 30B · 401(k) providers · comparative prompt · alternative

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

No model argued against it.

Named alongside

The products named in the same answers as Charles Schwab, over the 40 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Charles Schwab was named but was not.

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ProductSame answerTook the first choice insteadHead to head

Vanguard32 of 400Not among the top eight

ADP Retirement Services24 of 403Not among the top eight

Fidelity Investments23 of 4014Not among the top eight

Empower Retirement20 of 400Not among the top eight

Guideline15 of 403Not among the top eight

Human Interest15 of 403Not among the top eight

Fidelity Advantage 40111 of 402Not among the top eight

Paychex10 of 400Not among the top eight

T. Rowe Price8 of 400Not among the top eight

John Hancock6 of 400Not among the top eight

A head-to-head page exists where both products are among a category's top eight. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Charles Schwab. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, five of the fourteen in this edition, so these counts come from 34 of the 40 answers that named Charles Schwab and are not a share of its labels.

Domains cited

spotsaas.com22

adp.com19

forbes.com17

uschamber.com17

myshortlister.com14

betterment.com13

zipdo.co13

fidelity.com11

aol.com10

fitsmallbusiness.com10

No domain is on file for Charles Schwab, so its own site is not marked.

Pages cited

forbes.com/advisor/retirement/best-401k-plans17

uschamber.com/co/run/human-resources/employee-retirement-providers17

adp.com/what-we-offer/benefits/retirement/401k.aspx15

spotsaas.com/blog/how-to-choose-the-best-401k-provider13

myshortlister.com/401-k-plan/vendor-list12

spotsaas.com/blog/10-best-401k-providers-202612

betterment.com/top-401k-providers-for-small-business-setup-in-202611

aol.com/finance/best-401-k-plans-2023-215234539.html10

Pages are listed as the models cited them.

Search and answers

Where Charles Schwab stands in Google search beside where it stands in the models' answers.

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In search

Google, US estimates

Searches for its name, Google: 3,350,000 a month (“charles schwab”)
AI search demand for its name, est.: 23,682 a month
Its own site: No site of its own on file, so no site figures

In answers

This edition

Share of first choices

rank 13 of 78 in 401(k) providers

Segment leader

20%

Human Interest

First choices: 0 across its categories
Named in: 40 answers
Its own site cited: No site on file to match

Search figures are US estimates from DataForSEO, read October 5, 2026; AI search demand is its modeled, directional estimate, not a count of queries to any assistant. The answers are this edition's. Two measurements side by side: neither is read as the cause of the other.

Names read as Charles Schwab

What the judge wrote, as written, with how often. The vendor table decides that these count as Charles Schwab; a claim can dispute any of them.

Charles Schwab (Schwab Plan One) 1

Follow Charles Schwab

An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.

Already following? Everything you follow, with a stop for each.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Charles Schwab's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Charles Schwab, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

What a new claim receivesHide what a new claim receives

A new claim receives the current edition's vendor brief for Charles Schwab by email, built from the raw record of the edition. It shows:

where Charles Schwab is named, by buyer and by framing, and which cells hold its first choices;
the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
its vocabulary against the segment leader's, and the pages the models cited;
who was chosen in the answers that did not name Charles Schwab, and every reason the record gives;
a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
one page of published figures cleared to show a buyer.