PlanOptica

Filings through .

Clearview Group

Matched across 10 name variants in the filings

Analytics

Market position · 2024

Plans served10-3 YoYRank #1256 of mapped providers
Assets under administration$1.1B0.0%Rank #5299 by share of filed assets
Fees received$519,215Median $18,709/planSum across Schedule C direct + indirect
Net wins YoY-21 won - 3 lostPlan-level switch detection

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