Filings through Oct 24, 2026.

Compass

Matched across 1 name variant in the filings

Market position · 2024

Plans served5+2 YoYRank #2170 of mapped providers

Assets under administration$112M0.0%Share of filed assets - rank #8182

Fees received$41,518Median $6,986/planSum across Schedule C direct + indirect

Net wins YoY+22 won - 0 lostPlan-level switch detection

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