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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.

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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