Overview
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What is Guideline?
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
Software demo
View demo
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Guideline Pricing
Free Trial
Not available
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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Guideline Media
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
