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INDEX CORE - PASSIVE THROUGH TARGET

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Market position · 2024

Plans served3-4 YoYRank #3976 of mapped providers
Assets under administration$1.7B0.0%Market share · rank #4683
Fees received$15,900Median $6,466/planSum across Schedule C direct + indirect
Net wins YoY-51 won · 6 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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