GUIDED CHOICE
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #5138 of mapped providers
Assets under administration$1.2B0.0%Market share · rank #3813
Fees received$325,603Median $123,985/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical GUIDED CHOICE plan look like?
Service mix · median fees per plan
Count of plans where GUIDED CHOICE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 2 | $82,294 | |
Investment advisory (participants)Code 26 | 1 | $161,016 |
Competitor overlap
Percent of GUIDED CHOICE's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under GUIDED CHOICE.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under GUIDED CHOICE; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ATMOS ENERGY CORPORATIONTX · 751743247-002 | $1.1B | 6,328 | $161,016 | 10y | - |
SUNNOVA ENERGY CORPORATIONTX · 461216532-001 | $54M | 1,995 | $123,985 | 4y | 1 |
PROCESS EQUIPMENT & SERVICE COMPANY, INC.NM · 850237928-001 | $13M | 378 | $40,602 | 1y | - |
Flag exposure
66.7%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into GUIDED CHOICE.
- GUIDED CAPITAL WEALTH
- GUIDED CAPITAL WEALTH MANAGEMENT LL
- GUIDED CHOICE
- GUIDED WEALTH STRATEGIES LLC
- GUIDED WEALTH STRATEGIES, LLC
- GUIDEDCHOICE.COM, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for GUIDED CHOICE's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with GUIDED CHOICE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent