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PENCHECKS

14 known aliases resolved via the canonical alias map

Market position · 2024

Plans served20-2 YoYRank #711 of mapped providers
Assets under administration$753M0.0%Market share · rank #4420
Fees received$348,304Median $10,757/planSum across Schedule C direct + indirect
Net wins YoY+012 won · 12 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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