PROACCOUNTS

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served1Rank #7919 of mapped providers

Assets under administration$43M0.0%Market share · rank #8466

Fees received$173,691Median $173,691/planSum across Schedule C direct + indirect

Net wins YoY+11 won · 0 lostPlan-level switch detection

See full PROACCOUNTS analytics with Solo.

Solo shows client lists, growth, peer benchmarks and fee analytics for this provider. $4.99 for your first month, then $34.99 a month. Cancel any time.

Start Solo for $4.99 Compare plans