PBI

5 known aliases resolved via the canonical alias map

Market position · 2024

Plans served17+10 YoYRank #943 of mapped providers

Assets under administration$6.4B0.0%Market share · rank #1733

Fees received$308,779Median $7,603/planSum across Schedule C direct + indirect

Net wins YoY+810 won · 2 lostPlan-level switch detection

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