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Guideline offers an easy and affordable 401(k) solution for small business owners, allowing them to build a solid financial future. Our platform simplifies plan administration, recordkeeping, compliance testing, investment management and more. By investing in Guideline, small businesses and their employees can have peace of mind, both now and in the future.
Starts from $49/Month
Large Enterprises
Medium Business
Small Business
SaaS/Web/Cloud
Software demo
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Guideline Pricing
Starts from $49/Month
Pricing Model
Paid Plans (Subscription )
Pricing Plans
Core
$49
/Month
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
/Month
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
/Month
All features from flex plus,
Custom features like new comparability profit sharing
Dedicated onboarding specialist and Client Relationship Manager
Support for controlled group plans
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Disclaimer: Pricing information for Guideline is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .
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User Review
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AU
Anonymous User
01/30/24
"Guideline makes managing our 401k for our small business simple."
What do you like best about Guideline? Guideline is almost completely hands-off. I spend only an hour or so annually on reviewing regulatory documents ...
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MS
Monika S
01/30/24
"Easy set up. Clear dashboard."
What do you like best about Guideline? I was new to adding retirement benefits for my small practice, and Guideline made it super straightforward and ...
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BB
Brad B
01/30/24
"Easy company to work with"
What do you like best about Guideline? The Guideline portal is extremely easy to use. It syncs well with Gusto (our HR platform). In addition the ...
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AU
Anonymous User
01/04/24
"Guideline Review"
What do you like best about Guideline? Very easy to set up and use for the team and me! I appreciate how transparent the product is around ...
Read more
Contact
(888) 228-3491
Customer Service
Business Hours
Online
Location
San Mateo, California
Stuck on something? We're here to help with all the questions and answers in one place.
Guideline is a New SaaS Software. Guideline offers the following functionalities:
Here's a list of the best alternatives for Guideline
No, Guideline doesn't provide API.
No, Guideline doesn’t provide mobile app.
Guideline is located in San Mateo, California
Guideline offers Subscription pricing model
