PlanOptica

Filings through .

Benefit Solutions Inc

Matched across 8 name variants in the filings

Analytics

Market position · 2024

Plans served6+3 YoYRank #2680 of mapped providers
Assets under administration$187M0.0%Rank #7947 by share of filed assets
Fees received$148,223Median $14,811/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

Large plans that name Benefit Solutions as recordkeeper and list their funds in their filing.

Plans
3
$135M in funds
In collective trusts
35%
average plan
In Benefit Solutions funds
0%
average plan
In index funds
17%
average plan

Top managers in these lineups

Target-date series

None.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.