Guideline
By Guideline
Onetime(Perpetual License)
Not Available
About Company
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. This gives small business owners and their employees the confidence to say yes to today and tomorrow.
Pricing of Guideline
Core
USD 49
/Month
USD
- 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.
- 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
USD 79
/Month
USD
- 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
- 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
USD 129
/Month
USD
- All features from flex plus
- Custom features like new comparability profit sharing
- Dedicated onboarding specialist and Client Relationship Manager
- Support for controlled group plans
- All features from flex plus
- Custom features like new comparability profit sharing
- Dedicated onboarding specialist and Client Relationship Manager
- Support for controlled group plans
Key Features of Guideline
Specification
Other Categories:
Deployment:
Cloud Hosted
Customer Support:
Online (Ticket),Business Hours
Customization:
No
Languages Support:
English
Who uses Guideline
SMEs
Enterprises
Company Details
- Company Name: Guideline
- Headquarter: San Mateo, California United States
- Website: Visit Website
- Social Media:
Description
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FAQ's
Q. How much does Guideline cost?
Guideline has 3 plans,
- Core USD 49 /Month
- Flex USD 79 /Month
- Max USD 129 /Month
Q. What type of support does Guideline provide?
Guideline provides Online (Ticket),Business Hours support.
Q. Does Guideline offer a free trial?
Guideline is not allowing Free Trial.