Tickeron, an artificial and human intelligence platform delivering unparalleled trading insights and analysis, announces its groundbreaking 401(k) Report feature providing plan sponsors, plan advisors and plan participants with artificial intelligence analysis unveiling deep insight into close to 26,000 U.S. company 401(k) plans.
Founded by Sergey Savastiouk, who serves as the company’s CEO, Tickeron is a subscription-based market intelligence platform giving access to the latest trading news and AI-generated predictions. The 401(k) Report feature provides users with plan details, general statistics, plan menu, diversification analysis, fees & expenses, and fundamentals.
“We’re bringing unprecedented access and transparency to plan information and design. For example, the public forms required by the DOL provide a lot of information, but there is practically no standard for reporting tickers or names of funds included in plan menus. Our tool addresses the issue head-on by rating the plan administrator’s reporting quality,” said Savastiouk. “We also rate plans by issuing a Diversification Score (DivScore) that indicates how well the portfolio is diversified.”
The artificial intelligence details fundamentals for each security held in the 401(k) plan. This analysis gives the plan administrator and plan participants a sense of the company or funds’ revenue, manager tenure, P/E ratio (valuation), risk, and other key metrics.
“Taking a closer look at the fundamentals of each security can help investors determine if any of the securities are potentially overvalued, too costly, falling short on dividend yields, too risky, too big or small, and so on. We simplify this otherwise tedious process for all parties by analyzing each security in the plan and breaking down its fundamentals in an easy-to-understand format.”