Performance Tracking
Track what matters. Our performance tracking for retirement plans delivers clear, actionable reporting to help business owners measure progress, improve outcomes, and strengthen plan decisions.
Greater Visibility and Control
Performance tracking is more than just watching numbers go up or downโitโs about staying connected to the reality of how your retirement plan and business are functioning. We deliver detailed, intuitive performance reporting that helps you measure progress, identify weaknesses, and make smarter, faster decisions. Whether you’re a solo practitioner or managing a growing team, having reliable analytics means staying ahead of risks, seizing opportunities, and leading with confidence.
With our platform, youโre not handed raw dataโyouโre given structured insight. We track the metrics that matter, filter out the noise, and help translate your financial data into business intelligence. This means better governance, improved employee outcomes, and clearer alignment with your long-term financial strategy.
Built for Business Insight
Retirement plan sponsors face increasing scrutinyโfrom employees, from regulators, and from internal stakeholders. Performance tracking helps you meet those expectations with clarity. With our support, you donโt just get numbersโyou get interpretation, recommendations, and context. We make it easy to share progress with leadership, ensure plan competitiveness, and make informed changes when necessary. Itโs business intelligence for your retirement plan.
Business Account Features
Is It Right for You?
Performance tracking is essential if you want to manage your plan proactivelyโnot reactively. If any of the following applies to your business or retirement plan, structured performance tracking is likely the right fit:
Key Benefits
Comprehensive performance tracking gives you the ability to understand, refine, and strengthen your retirement benefits over time. Itโs a tool for reducing risk, improving outcomes, and supporting strategic business decisions.
Fees & Expenses
Performance tracking is included as part of our retirement plan advisory services and is not billed separately. Our compensation is based on a transparent assets-under-management (AUM) fee structure. We do not receive compensation from fund providers, platforms, or hidden revenue-sharing agreements. Your reporting tools and plan metrics are available at no extra charge, and we work with your CPA, payroll, or HR team to make sure the insights are useful and actionable.
Letโs Talk
800.832.8514
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