PLANPILOT, LLC

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served77+34 YoYRank #246 of mapped providers

Assets under administration$9.7B0.0%Market share · rank #1214

Fees received$3MMedian $13,500/planSum across Schedule C direct + indirect

Net wins YoY+3744 won · 7 lostPlan-level switch detection

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