Your J.P. Morgan Overview Page
When you log in to your J.P. Morgan Employer Portal, you are directed to the homepage, also known as the "Overview Page." It can always be accessed by clicking the home icon located on the left-hand menu.
From the "Overview Page" you can see:
- Your plan's current market value
- Eligible participants
- The participation rate among eligible participants
- The amount of your most recently submitted payroll contribution
- The next planned payroll date
- Total number of participants with balances in the plan
Current Market Value of Plan Window
In this window, you can view the previous day's closing share price. Transactions executed today are not included.
Eligible Participants Window
This section will show the number of eligible participants as of the most recent entry date. Learn more about eligibility here.
Participation Rate Window
View the percentage of eligible participants that have a non-zero deferral.
Most Recent Submission Window
In this window, view the total employee and employer contributions from the most recent payroll submission. Clicking on the right plus + button will allow you to see the "Employee" and "Employer" breakdown.
Note: This may not reflect the submissions processed outside of the J.P. Morgan platform, for example, payroll corrections.
Next Payroll Date Window
See your next payroll date. This is based on the pay schedule set up during your Payroll Setup.
Participants With Balance Window
This window shows the number of participants with balances.
If you have any questions, please contact us at everyday401k.success@vestwell.com