Privacy Policy

Information we collect

• Account information: name, email address, and login credentials (or authentication tokens) used to access your account.
• Plan information you provide: details about your 401(k) plan lineup and allocations that you submit to generate your report and monthly updates.
• Payment information: payments are processed by our payment processor (e.g., Stripe). We do not store full card numbers on our servers.
• Usage and device data: basic analytics such as pages visited, timestamps, and device/browser information to help us improve the service.

How we use information

• Provide and operate the GradeYour401k service.
• Generate your report and deliver monthly allocation updates.
• Communicate with you about your account and support requests.
• Improve site reliability, security, and performance.
• Comply with applicable legal and regulatory obligations.

How we share information

We do not sell your personal information. We may share information with service providers who help us operate the service (for example, hosting, analytics, email delivery, and payment processing), and only as needed to provide the service.

Data security

We use reasonable administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is 100% secure, but we work to protect your data.

Data retention

We retain information as long as needed to provide the service and for legitimate business purposes (such as security, dispute resolution, and legal compliance). You may request deletion of your account by contacting us.

Your choices

• You can update certain account details from your account area.
• You can request support or deletion by contacting us.
• You may control cookies/analytics via browser settings.

Contact

Questions about this Privacy Policy? Contact us here: /contact.