OfferFull-service 401(k) from $200 monthly plus $9 per eligible employee

401(k) Pricing

at OctaveWealth · San Francisco

Details.

Full-service 401(k) pricing includes automated administration, a dedicated account manager, 3(16) and 3(38) fiduciary services, 360 payroll integration, employee education, personalized retirement planning, low-cost index funds, Form 5500 filings, and safekeeping of assets. Monthly pricing is $200 base plus $9 per eligible employee. Average fund fees are 0.07%, the annual custody fee is 0.03%, and additional employee fees are 0%.

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