PlanOptica

Filings through .

SSDC Services Corp

Matched across 1 name variant in the filings

Analytics

Market position · 2024

Plans served2Rank #3989 of mapped providers
Assets under administration$28.5B0.0%Rank #504 by share of filed assets
Fees received$51,058Median $25,529/planSum across Schedule C direct + indirect
Net wins YoY+00 won - 0 lostPlan-level switch detection

See full SSDC Services Corp 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