A low-cost 401(k) used by 60,000+ businesses for easy administration, always-on compliance, and transparent pricing.¹

• Smart automation: Guideline syncs with your roster to automate tasks like adding new team members and contribution updates.
• All-in-one management: Guideline handles end-to-end regulatory support, which includes IRS filings, daily compliance monitoring, 3(16) and 3(38) fiduciary services — included with all of Guideline’s plans.²
• ^‍Affordable: Plans start at $39/mo³ and our managed portfolio fees for employees are 6x less than industry average⁴

‍^{1 As of April 2025}

^{2 Investment advisory services for Guideline’s 401(k) product (when 3(38) fiduciary services are appointed) and SEP IRA/IRA products are offered by Guideline Investments, LLC, an SEC-registered investment adviser. 3(16) fiduciary services are offered by Guideline RK, LLC and only made available to clients who utilize an eligible payroll provider. Guideline uses a third-party to provide custodial services. Custodial fees are paid by Guideline.}

^{3 See here for more information regarding Guideline's fees.}

^{4 Information is illustrative. Not investment/tax advice. Consult a qualified tax/financial advisor. Avg. investment expense of plan assets for 401(k) plans w/ 25 participants and $250,000 in assets is 1.26% of assets, per 25th Edition of the 401k Averages Book, w/ data updated through September 30, 2024 (inclusive of investment management fees, fund expense ratios, 12b-1 fees, sub-transfer agent fees, contract charges, wrap and advisor fees or any other asset based charges). Investment advisory services for Guideline’s 401(k) product (when 3(38) fiduciary services are appointed) and SEP IRA/IRA products are offered by Guideline Investments, LLC, an SEC-registered investment adviser. Guideline’s managed portfolios have blended expense ratios ranging from .058% to .061% of assets under management. When combined with an assumed account fee of .15% charged by Guideline Investments, LLC, estimated total AUM fees for one of the managed portfolios can be under .21%. Alternative account fee pricing available, ranging from .15% to .35%. See Form ADV 2A Brochure for fee info. Expense ratios subject to change by and paid to the fund(s). View full fund lineup.}