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DATA BASED DEVELOPMENT

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Market position · 2024

Plans served1-1 YoYRank #7438 of mapped providers
Assets under administration$41.6B0.1%Market share · rank #368
Fees received$33,737Median $33,737/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection

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