Two Sigma Investor Solutions
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2+1 YoYRank #5164 of mapped providers
Assets under administration$4.6B0.0%Market share · rank #2008
Fees received$403,972Median $201,986/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Two Sigma Investor Solutions plan look like?
Service mix · median fees per plan
Count of plans where Two Sigma Investor Solutions ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (plan)Code 27 | 1 | $15,750 | |
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 1 | $388,222 |
Competitor overlap
Percent of Two Sigma Investor Solutions's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Two Sigma Investor Solutions.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYENY · 516120204-001 | EMPLOYEE 2 | $3.2B |
Plans lost in 2024
Appeared last year under Two Sigma Investor Solutions; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYENY · 516120204-001 | $3.2B | 52,611 | $388,222 | 1y | - |
CARILION CLINICVA · 541190771-001 | $1.5B | 17,227 | $15,750 | 2y | - |
Flag exposure
50.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into Two Sigma Investor Solutions.
- JOSE ROMO
- JOSEDNA RIVERA
- JOSELIN IRIZARRY
- TWO SIGMA
- TWO SIGMA ADVISERS, LP
- TWO SIGMA INVESTMENTS, LLC
- TWO SIGMA INVESTOR SOLUTIONS
- TWO SIGMA INVESTOR SOLUTIONS, LP
- TWO SIGMA SPECTRUM FUND
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Two Sigma Investor Solutions's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Two Sigma Investor Solutions. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Two Sigma Investor Solutions's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Cohen Weiss & Simon LLP | 1 | 50.0% |
| Lipsitz Green Scime Cambria LLP | 1 | 50.0% |
| LOCKE LORD LLP | 1 | 50.0% |
| Proskauer Rose LLP | 1 | 50.0% |
| Troutman Pepper | 1 | 50.0% |