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MILLENNIUM INVESTMENT & RETIREMENT

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Market position · 2024

Plans served43-16 YoYRank #372 of mapped providers
Assets under administration$5.3B0.0%Market share · rank #1776
Fees received$5MMedian $15,968/planSum across Schedule C direct + indirect
Net wins YoY-125 won · 17 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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