All providers

COMPASS FINANCIAL MGMT LLC

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served1Rank #7688 of mapped providers
Assets under administration$11.6B0.0%Market share · rank #1034
Fees received$21,485Median $21,485/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection

See full COMPASS FINANCIAL MGMT LLC analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.