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MMLIS

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Market position · 2024

Plans served58+4 YoYRank #319 of mapped providers
Assets under administration$2.0B0.0%Market share · rank #3057
Fees received$1MMedian $7,554/planSum across Schedule C direct + indirect
Net wins YoY+717 won · 10 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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