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EIDE BAILLY LLP

40 known aliases resolved via the canonical alias map

Market position · 2024

Plans served174+13 YoYRank #132 of mapped providers
Assets under administration$55.6B0.1%Market share · rank #292
Fees received$6MMedian $17,000/planSum across Schedule C direct + indirect
Net wins YoY+1247 won · 35 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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