OctaveWealth
EveryIO

EveryIO has partnered with OctaveWealth to provide 401(k) services. OctaveWealth 401(k)s are built to help your company grow.

  • Exclusive deal for EveryIO: $499 install fee waived
  • Employer Fees: $200/Month + $9/Month per Eligible Employee.
  • Employee Fees: 0.03%/year + 0.07%/year avg fund fees. Upto 7x less than competitors like Human Interest.
  • Fully managed admin and 360 Payroll Integration.

What's included

  • Full Service 401(k)
  • Automated Administration
  • Dedicated Account Manager
  • 3(16) and 3(38) Fiduciary
  • 360 Payroll Integration
  • Employee Education
  • Personalized Retirement Planning
  • Low-cost Index Funds
  • Form 5500 Filings
  • Safekeeping of Assets
  • Built-in Investment Advice
  • Automatic Portfolio Rebalancing