JULY BUSINESS SERVICES

13 known aliases resolved via the canonical alias map

Market position · 2024

Plans served162+36 YoYRank #143 of mapped providers

Assets under administration$3.2B0.0%Market share · rank #2610

Fees received$6MMedian $18,805/planSum across Schedule C direct + indirect

Net wins YoY+2848 won · 20 lostPlan-level switch detection

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