PlanOptica

Filings through .

Benefit Professionals, Inc.

Matched across 6 name variants in the filings

Analytics

Market position · 2024

Plans served8-2 YoYRank #4325 of mapped providers
Assets under administration$99M0.0%Rank #10042 by share of filed assets
Fees received$134,482Median $12,436/planSum across Schedule C direct + indirect
Net wins YoY-80 won - 8 lostPlan-level switch detection

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