When you log in to your employer portal, you will be directed to your homepage, also known as the "Overview" page. You can navigate to this page at any time by clicking the 🏠 icon.
From your homepage, you can view and explore:
- Your plan's current market value
- Engagement information
- Contributions
- Compliance testing
- Plan design insights
Current Market Value Of Plan
In this window, you can see the share price available at the previous day's close. Transactions conducted today are not included.
Engagement Information
View the participation rate and registration rate for the plan, including the number of participants with a balance. You will also see the total contributions made by your employees and the company in the calendar year.
Contributions
Review your next scheduled payroll date and click Go to Payroll Setup to make adjustments. You can also select View all to navigate to the "Contributions" page of your portal.
Compliance Testing
As your plan accumulates payroll and contribution data over time, we'll display key compliance data and test status here.
Plan Design Insights
View employee and employer contribution rates.