Stock Plan Services
Equity compensation attracts employees. Helping them understand what they have, might help keep them.
Company stock makes up, on average, over a quarter of employees’ investment portfolios.
38%
Millennials
22%
Gen X
20%
Boomers
21% of respondents didn’t know how much of their portfolio was composed of company stock.
3 out of 5 employees have never exercised or sold any equity compensation.
Why not?
Click to choose a direction.
64%
feel confident in their ability to make decisions about equity compensation.
77%
feel confident if they had the help of an advisor.
But this confidence plummets when respondents were asked about the equity compensation plans they had.
Click a plan to see how it measures up.
I am confident I could make the right decisions about my type of equity compensation
I understand the tax implications about my specific award type
82%
would like their employer to help them understand their equity compensation and ESPP programs.
Especially when it came to:
Planning for retirement
Using equity compensation or ESPP to reach financial goals
Developing a financial plan
How to balance equity compensation or ESPP with other investments
Schwab can help you help your employees understand the value and possibility in what they have.
See some of what we offer here
Learn even more.
Request the Full 2019 Report