PlanOptica

Filings through .

Data Processing Solutions, Inc.

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served1Rank #10427 of mapped providers
Assets under administration$4.0B0.0%Rank #2394 by share of filed assets
Fees received$209,810Median $209,810/planSum across Schedule C direct + indirect
Net wins YoY+11 won - 0 lostPlan-level switch detection

See full Data Processing Solutions, Inc. 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