# Charles Schwab: how AI models rank it, November 2026

Gane Index, November 2026 Edition. Named in 18 judge labels across 1 category by 10 of 14 models. Page: https://www.gane.ai/index/hr/vendors/charles-schwab

## Standing by category

| Category | Share | Rank | Negative rate | Labels |
|---|---|---|---|---|
| [401(k) providers](https://www.gane.ai/index/hr/rewards/401k-providers/index.md) | 0% | 16 | 0% | 18 |

## What the models said for it

- "Schwab offers slightly better customer service and recordkeeping tools for mid-market plans" (Gemini 3.5 Flash, 401(k) providers)
- "A major competitor to Fidelity, known for strong integration with brokerage services." (Qwen 3.7 Flash, 401(k) providers)
- "A major recordkeeper offering flexible architecture and strong retail integration." (Gemini 3.5 Flash, 401(k) providers)
- "Good for companies wanting straightforward administration with reasonable costs" (Claude Haiku 4.5, 401(k) providers)

## By model

| Model | First choice | Alternative | Mention | Warning | Labels |
|---|---|---|---|---|---|
| Claude Haiku 4.5 | 0 | 2 | 1 | 0 | 3 |
| GPT-5.4 mini | 0 | 0 | 0 | 0 | 0 |
| Gemini 3.5 Flash | 0 | 3 | 1 | 0 | 4 |
| Perplexity Sonar | 0 | 1 | 1 | 0 | 2 |
| Grok 4.20 | 0 | 1 | 0 | 0 | 1 |
| Mistral Small | 0 | 0 | 0 | 0 | 0 |
| DeepSeek V4 Flash | 0 | 1 | 1 | 0 | 2 |
| Llama 4 Maverick | 0 | 0 | 0 | 0 | 0 |
| Qwen 3.7 Flash | 0 | 1 | 0 | 0 | 1 |
| Kimi K2 | 0 | 0 | 1 | 0 | 1 |
| GLM 4.7 FlashX | 0 | 1 | 1 | 0 | 2 |
| MiniMax M2.5 | 0 | 1 | 0 | 0 | 1 |
| GPT-6 Luna | 0 | 0 | 0 | 0 | 0 |
| Muse Glimmer 30B | 0 | 1 | 0 | 0 | 1 |

## Sources returned with these answers

The sites and pages cited by the answers that named Charles Schwab, from 30 of the 46 answers that named it (only the models that return a source list).

### Domains cited

- investmentnews.com: 19
- forbes.com: 16
- reddit.com: 15
- betterment.com: 14
- planprovider.pro: 12
- spotsaas.com: 12
- leadchangegroup.com: 11
- 401k.is: 10
- adp.com: 8
- myubiquity.com: 7

### Pages cited

- https://forbes.com/advisor/retirement/best-401k-plans: 16
- https://investmentnews.com/glossary/401k-companies/263041: 15
- https://betterment.com/top-401ks-for-small-businesses-in-2026: 12
- https://spotsaas.com/blog/10-best-401k-providers-2026: 11
- https://401k.is/compare: 9
- https://planprovider.pro/compare: 9
- https://planprovider.pro/retirement-plans/401k: 7
- https://wealthforseniors.com/retirement/largest-401k-providers: 7

## Record

- Method: https://www.gane.ai/index/hr/methodology
- License: CC BY 4.0. Cite as Gane Index, November 2026 Edition, www.gane.ai/index/hr.