Better reporting means better decisions

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

Employer accounting data are summarized by month

Choose accounts to build custom reports

Choose accounts to build custom reports

Custom reports fuel data analysis

Custom reports fuel data analysis
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