Better reporting means better decisions

Using our reporting capabilities, you can dive deeper into your data to help you, your clients and your producers make better-informed business decisions.
Employee census
View employee census data, including contributions, employee classes and health plan status
Accounting
View defined contribution accounting data
Payroll
View payroll deduction data
Unused contributions
View employee contributions that have not been used
Other reports
Access many additional real-time reports
Employer accounting data are summarized by month

Choose accounts to build custom reports

Custom reports fuel data analysis
