STANDARD VALUATIONS

10 known aliases resolved via the canonical alias map

Market position · 2024

Plans served43-1 YoYRank #392 of mapped providers

Assets under administration$6.4B0.0%Market share · rank #1604

Fees received$1MMedian $27,300/planSum across Schedule C direct + indirect

Net wins YoY-12 won · 3 lostPlan-level switch detection

See full STANDARD VALUATIONS 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.