Guideline Expert Review, Pricing, Alternatives - 2021

Listed in our research about the Top 401k Software

Author Phil Strazzulla, HR Tech Expert, Harvard MBA, Finance and Software Nerd
Phil Strazzulla: HR Tech Expert, Harvard MBA, Finance and Software Nerd
October 18, 2021
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Guideline is one of the biggest vendors in this space. It is robust, comprehensive and easy to use. Its low fees are also a bonus.

What's Inside

Guideline Review

Guideline is a full-service, user-friendly and affordable 401(k) platform. Offering both traditional and Roth 401(k) and acting as your 3(16) and 3(38) fiduciary, Guideline takes care of all your retirement plan needs from administration, investment management, compliance testing, and recordkeeping.

When it comes to investments, Guideline offers 40+ index funds including Vanguard funds and ones from other low-cost providers. Alternatively, participants can choose a managed portfolio with blended average fund fees under 0.07%.

Guideline Customers

Guideline Stats

  • Used by over 10,000 small companies
  • 95% customer satisfaction score
  • Syncs with 180 payroll solutions

Guideline Resources

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Key Guideline Features

  • Full-service 401(k)
  • 3(16) and 3(38) fiduciary
  • Payroll integration
  • Employee onboarding
  • Low-cost mutual funds
  • Employee & employer dashboards
  • Compliance testing
  • Custodial services
  • Recordkeeping
  • Government filing
  • New comparability profit sharing
  • Customizable financial & billing reports

Guideline Implementation

Guideline is cloud-based which makes its implementation relatively easy (there isn’t anything to download or physically install). Simply go head to Guideline’s website and click the “Get Started” button on their landing page. This will take you to a few forms where you can create an account and make your plan purchase.

Guideline Customer Success

Guideline has a knowledge base with articles for customers to self-serve. Customers can also submit a support request if further help is needed. A dedicated account manager is also assigned for premium customers.

Guideline Key Integrations

Guideline integrates with 180 payroll solutions for an effortless synchronization of data. Visit Guideline’s integrations page to see what those solutions are.

What to be aware of

Guideline Pricing

Guideline offers two pricing plans:

  • Startup: $39 per month (base fee) + $8 per participant 
  • Prime: $99 per month (base fee) + $8 per participant
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» Save Money: Check out our resource on how to save money when buying HR tools

Guideline Alternatives

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401k Software - PaychexPayChex

Integrated payroll and retirement

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Advice and investing goals

401k Software - ForUsAllForUsAll

For small and mid-sized companies

401k Software - GuidelineGuideline

Low fees

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Comprehensive and affordable

401k Software - Human InterestHuman Interest

Scalable platform

401k Software - UbiquityUbiquity

15 minute setup