PlanOptica

Filings through .

Retirement Administration, Inc.

Matched across 5 name variants in the filings

Analytics

Market position · 2024

Plans served2-2 YoYRank #2535 of mapped providers
Assets under administration$9M0.0%Rank #7597 by share of filed assets
Fees received$3,100Median $1,550/planSum across Schedule C direct + indirect
Net wins YoY+01 won - 1 lostPlan-level switch detection

See full Retirement Administration, Inc. analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets