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OctaveWealth

Fees to Employer

Setup Fee
$
Monthly Fee
$
Per Employee
$

Fees to Employee

Flat monthly fee
$
Asset-based fee
%
Avg. expense ratio
%
Vanguard

Fees to Employer

Setup Fee
$
Monthly Fee
$
Per Employee
$

Fees to Employee

Flat monthly fee
$
Asset-based fee
%
Avg. expense ratio
%
Ubiquity

Fees to Employer

Setup Fee
$
Monthly Fee
$
Per Employee
$

Fees to Employee

Flat monthly fee
$
Asset-based fee
%
Avg. expense ratio
%
Employer annual cost for 50 employees
OctaveWealth is $660 less per year than Ubiquity.
Trending up by 5.2% this month
Showing total visitors for the last 6 months
Monthly Fees by Provider
30 years; $10k annual contribution; 7% growth
Trending up by 5.2% this month
Showing total visitors for the last 6 months