Guideline
4.2
381
Guideline is a retirement platform that automates plan administration, recordkeeping, compliance testing, investment management, and more for small business owners and their employees.
Strengths
-
Ease of use
Intuitive interface and simple navigation
-
Customization
Ability to tailor guidelines to specific needs
-
Collaboration
Real-time collaboration and feedback
Weaknesses
-
Limited integrations
Few integrations with other software
-
Pricing
Relatively expensive compared to competitors
-
Limited features
Lacks some advanced features offered by competitors
Opportunities
- Opportunity to add more integrations with other software
- Potential to expand into new markets or industries
- Opportunity to add more advanced features to stay competitive
Threats
- Intense competition from established players and new entrants
- Potential impact of economic downturn on demand for software
- Growing concerns about data security and privacy
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https://www.guideline.com
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Guideline Plan
Guideline offers a flat fee of $8 per participant per month for its 401(k) plan, with no additional fees for different plan versions.
Core
49
per month
A seamless Safe Harbor 401(k) for small businesses that want to make an employer contribution.
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
per month
A 401(k) for businesses that want the flexibility to pick and choose features to meet their goals.
Everything in our Core plan, plus:
Dedicated account manager
Flexibility to open a Safe Harbor 401(k) plan or traditional 401(k) plan.
Features like employer contributions, profit sharing and vesting schedules.
Additional IRS nondiscrimination testing for traditional plans.
Max
129
per month
Our most customizable 401(k) for business owners who want to maximize savings and receive dedicated support.
Everything in our Flex plan, plus:
Custom features like new comparability profit sharing.
Dedicated onboarding specialist and account manager.
Support for controlled group plans.
SSO Free Forever
Manage ADP Workforce Now, Vantage Circle, Lattice, QuickBooks Time, Guusto, Awardco, Clockify, Paylocity, Toggl Track, Nectar with SSO
