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RETIREMENT SOLUTIONS SPECIALIS

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Market position · 2024

Plans served1-1 YoYRank #7823 of mapped providers
Assets under administration$19M0.0%Market share · rank #9554
Fees received$7,689Median $7,689/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection

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