Full-service low-cost 401(k) platform for employers with fiduciary investment management and employee retirement tools.
OctaveWealth offers a complete 401(k) solution for businesses, acting as both 3(16) fiduciary for plan administration and 3(38) fiduciary for investment management, with 360-degree payroll integration, automated Form 5500 filings, and personalized retirement planning tools for employees. Pricing is $200/month base plus $9 per eligible employee, with low-cost index funds averaging 0.07% fund fees and no additional employee fees. Assets are held at a qualified custodian with SIPC insurance and SEC registration. OctaveWealth is a product of OctaveWealth.