dailyVest planAnalytics

Schwab RT provides you with access to a tool that enables you to easily create insightful reports—planAnalytics from dailyVest. planAnalytics is a comprehensive monitoring and analysis tool for plan administrators and sponsors. Your plan sponsor clients, plan advisors, and you can use planAnalytics to analyze the soundness of your employer-sponsored retirement plans and participant behavior. The results from the reports can provide valuable insights and measure how well your plans are working.

planAnalytics is easy to use and is powered by your own participants’ account data. Users have the ability to create queries and filters that, together with interactive charts, tables, and reports, allow users to model investment behavior at the plan and participant level. With its robust reporting capabilities, planAnalytics will enable you to draw intelligent conclusions about your plans and participants to drive a sound investment and participation strategy.

planAnalytics helps your clients analyze and take action on frequent plan issues. Its powerful contribution management tool can uncover issues and trends affecting your plans—information that will help you develop investment and communication strategies to run your plans more effectively.

With planAnalytics, you and your clients can easily perform the following tasks:

• Analyze “financial wellness” of employer-sponsored retirement plans.
• Monitor performance and participation at the plan and participant level.
• Measure how well a plan is working.
• Drill down to a wealth of interactive charts and tables that analyze results in real-time.
• View investment details and participation status of any participant.
• Filter by any investment or participation attribute.

For more information on dailyVest planAnalytics services, visit www.dailyvest.com.