PlanOptica

Filings through .

Merative US LP

Matched across 2 name variants in the filings

Analytics

Market position · 2024

Plans served2-1 YoYRank #5549 of mapped providers
Assets under administration$19.6B0.0%Rank #590 by share of filed assets
Fees received$127,670Median $63,835/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection

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