All providers

SARATOGA RESEARCH & INVESTMENT

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served1Rank #5262 of mapped providers
Assets under administration$44M0.0%Market share · rank #8431
Fees received$37,513Median $37,513/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 lostPlan-level switch detection

See full SARATOGA RESEARCH & INVESTMENT analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.