ORG PORTFOLIO MANAGEMENT

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2Rank #2804 of mapped providers

Assets under administration$4.4B0.0%Market share · rank #1594

Fees received$471,873Median $235,937/planSum across Schedule C direct + indirect

Net wins YoY+12 won · 1 lostPlan-level switch detection

See full ORG PORTFOLIO MANAGEMENT analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.