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PPA/TPA

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served13+3 YoYRank #1013 of mapped providers
Assets under administration$327M0.0%Market share · rank #5634
Fees received$37,787Median $425/planSum across Schedule C direct + indirect
Net wins YoY+410 won · 6 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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