Guideline

Secure your financial future with Guideline.

2.9

(12)

Add to compare

Starts from $49/Month

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Overview

Features

Pricing

Alternatives

Ratings

Media

Support

FAQs

What is Guideline?

Affiliate Disclosure

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.

Pricing

Starts from $49/Month

Customer Type

Large Enterprises
Medium Business
Small Business

Platform Type

SaaS/Web/Cloud

Guideline software demo

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Guideline Features

Show Feature Explanation

Features Score:

Guideline Pricing

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Free Trial

Not available

Guideline Pricing

Starts from $49/Month

Pricing Model

Paid Plans (Subscription )

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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

Explore in-depth pricing

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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 .

View detailed pricing for Guideline

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Guideline Reviews & Ratings

2.9

Good

Based on 12 ratings & 520 reviews

Rating Distribution

Excellent

(377)

Very Good

(105)

Good

(10)

Poor

(4)

Terible

(24)

User Review

Anonymous User

01/30/24

5 out of 5

"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 ...

Monika S

01/30/24

5 out of 5

"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 ...

Brad B

01/30/24

4.5 out of 5

"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 ...

Anonymous User

01/04/24

3.5 out of 5

"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 ...

View all Reviews

Guideline Support

Contact

(888) 228-3491

Customer Service

Business Hours

Online

Location

San Mateo, California

Reach out to Guideline Social channels

Frequently Asked Questions (FAQs)

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 User Administration, Onboarding, Customer Support, Dashboard and many more functionalities.

Some top alternatives to Guideline includes ReclaimAI, ZoomInfo InboxAI, Saasu, SurePayroll and Qwoach.

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

We don't have information regarding integrations of the Guideline as of now.

The starting price of Guideline is $49/Month

Researched by Rajat Gupta