Guideline

About Guideline

Guideline is the easy, affordable way to invest in your financial future. Our retirement platform automates plan administration, recordkeeping, compliance testing, investment management, and more. And gives small business owners and their employees the confidence to say yes to today and tomorrow.

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Pricing

Free Trial Not Available
Starts at $49.00.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Business Hours, Online

Guideline Features

Show Feature Explanation

User Administration

Payroll Management

Helps in automating the employee payment process, reduces incorrect data input and keep at bay paystub confusion

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Onboarding

Helps to integrate newly recruited employees into the organization through an automated process

Dashboard

A digital insight of reports and other workings on a single screen

Guideline Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Core $49.00 $49.00 per month

Plus $8 per active participant

A seamless Safe Harbor 401(k) for small businesses that want to make an employer contribution

Features

Payroll integration with Gusto, QuickBooks Online, and 15+ other providers.
Automated recordkeeping, plan admin, and employee onboarding.
We serve as your 3(38) and 3(16) fiduciary and handle certain IRS and DOL reporting and filings.

Flex $79.00 $79.00 per month

Plus $8 per active participant

A 401(k) for businesses that want the flexibility to pick and choose features to meet their goals

Features

All features in core plan plus,
Flexibility to open a Safe Harbor 401(k) plan or traditional 401(k) plan
Add features like profit sharing and vesting schedules
We conduct additional IRS nondiscrimination testing for traditional plans

Max $129.00 $129.00 per month

Plus $8 per active participant

Our most customizable 401(k) for business owners who want to maximize savings and receive dedicated support

Features

All features from flex plus,
Custom features like new comparability profit sharing
Dedicated onboarding specialist and Client Relationship Manager
Support for controlled group plans

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 05/08/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Guideline Pricing

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Guideline Reviews

User Rating

4.6/5 (Based on 973 Ratings)

Rating Distribution

Excellent
76.7%
Very Good
16.2%
Average
2.5%
Poor
1%
Terrible
3.6%

Do You Use Guideline?

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Review Summary

User reviews of Guideline highlight its user-friendly interface, ease of setup, and seamless integration with payroll providers like Gusto and QuickBooks Online. Many users appreciate the automated features, low fees, and transparent pricing structure. However, some users express a desire for more investment options and reporting features, as well as quicker customer support response times. While there is a general consensus that Guideline is a solid option for small businesses, concerns about limited customization and occasional administrative hiccups exist.