Portfolio demo. All data is synthetic and for illustration only.
Detected · May 23, 2026
Ezra Halvorsen · Mass Affluent · 50-59 · Columbus, OH · Advisor Dana Whitfield
Why it fired
Rule: A paycheck's 401(k) contribution falls under the employer match rate, leaving $1K or more of match unclaimed this year.
401(k) contributions this year, by month
Evidence (4)
Pfizer plan contribution
Apr 25, 2026 · Ascensus 401(k)
Pfizer plan contribution
May 9, 2026 · Ascensus 401(k)
Pfizer plan contribution
May 23, 2026 · Ascensus 401(k)
Pfizer Payroll
May 23, 2026 · JPMorgan Chase checking account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Ezra, a small change could be worth real money: raising your 401(k) contribution to 6% would capture your full employer match. Want to walk through it?”
A prompt for a conversation, not financial advice.
Status: Reviewed