Reports Page – Vestwell Help Center

To access the "Reports" page, log in to your employer portal and navigate to the "Reports" tab. From the "Reports" page, you can view several different types of reports:

• Plan Executive Summary
• Contribution Report
• Deferrals & Eligibility Report
• Plan Roster Report
• Participant Balance Report
• Participant Loan Report

To view a specific report, simply select the Run report button, and then click Download. The report you select will automatically be downloaded.