PlanOptica

Filings through .

Complete Payroll Processing

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served1-1 YoYRank #9495 of mapped providers
Assets under administration$26M0.0%Rank #10902 by share of filed assets
Fees received$10,448Median $10,448/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection

See full Complete Payroll Processing analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets

Fund lineups on plans this firm keeps

Large plans that name Complete Payroll Processing as recordkeeper and list their funds in their filing.

Plans
1
$22.8M in funds
In collective trusts
0%
average plan
In Complete Payroll Processing funds
0%
average plan
In index funds
34%
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.