Overview of your plan sponsor portal home page
You will have access to all of the features in the plan sponsor portal 15 days prior to your plan going live. The homepage shows you an overview of your plan, including:
- Plan Market Value - Amount of money in your plan based on the close of the previous business day
- Most Recent Submission - Total of both employee and employer contributions from most recent payroll
- Next Payroll Date - Next date when contributions are expected to be pulled
- Eligible Participants - Number of employees that are currently eligible to participate
- Participation Rate - Percent of eligible participants that are currently participating in the plan
- Participants with Balances - Number of participants that currently have money in their account. This includes terminated employees who may still have a balance in the plan.
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