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(866) 639-0066
Celebrating Over 14 Years of Excellent Service

Should A 401K Account Online Show The Returns I Made On My Contributions?

In most cases the online statements should give the client the information he is looking for. They should give historical data such as personal deferrals, company matches etc. They should also indicate the different investments the person has chosen, graph them and show them as a percentage of the total investment. Some statements calculate the rate of return for a specific period and some don’t. For the plans that do not, it is easy to do the math and calculate the rate of return. Divide the current value of the account with the value from a previous period or statement. The answer should show the percentage gain or loss.