SMS RETIREMENT

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served6+2 YoYRank #2291 of mapped providers

Assets under administration$39M0.0%Market share · rank #8571

Fees received$128,535Median $23,500/planSum across Schedule C direct + indirect

Net wins YoY+12 won · 1 lostPlan-level switch detection

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