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DELOITTE & TOUCHE LLP

57 known aliases resolved via the canonical alias map

Market position · 2024

Plans served208+12 YoYRank #112 of mapped providers
Assets under administration$596.0B0.7%Market share · rank #21
Fees received$17MMedian $49,000/planSum across Schedule C direct + indirect
Net wins YoY+1051 won · 41 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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