Account Balance and Performance
Plan Investments and Balances
Plan participants are able to view a summary of all plan-approved investment options. For easy reference, the available plan investments have built-in informational links to the funds or outside investment service provider information. These links will satisfy the plan sponsor's requirement to provide participants with investment-related information. Account balances by investment and by source are displayed in user-friendly graphical charts and tables listing investment name, shares, and allocation percentage.
Personal Rate of Return
To get a bearing on how their account is doing, participants can select a start-and-end date range to have the system calculate a rate of return for their investment portfolio. This is very helpful in charting participant progress and developing an effective investment structure.