PlanOptica

Filings through .

American Community Wealth

Matched across 3 name variants in the filings

Analytics

Market position · 2024

Plans served2Rank #5603 of mapped providers
Assets under administration$54M0.0%Rank #9931 by share of filed assets
Fees received$141,071Median $70,536/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

See full American Community Wealth analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets