Portfolio demo. All data is synthetic and for illustration only.
Detected · Jun 14, 2025
Kenji Quintero · Mass Affluent · 50-59 · Charlotte, NC · Advisor Sam Kowalczyk
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)
Kaiser Permanente plan contribution
May 17, 2025 · Ascensus 401(k)
Kaiser Permanente plan contribution
May 31, 2025 · Ascensus 401(k)
Kaiser Permanente plan contribution
Jun 14, 2025 · Ascensus 401(k)
Kaiser Permanente Payroll
Jun 14, 2025 · Bank of America checking account
Every number above comes from the synthetic data that triggered this signal.
Suggested next step
“Kenji, 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