Guideline, Inc.

b2b fintechaccounting/taxother software solutions

FOUNDING YEAR: 2015
LOCATION: United States
Last Update: 19/01/2021

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About

Guideline. Helping people save for a better future.Guideline is the only 401(k) provider that doesnt charge participants any fees on investments, regardless of the value of their assets or retirement account balance. And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry.By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting whats unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.

MEDICI Analysis

Guideline offers a 401(k) automation platform for SMEs and financial advisors, helping them in the administration, compliance, and recordkeeping and also in the management of their employee's retirement accounts. Recently, Guideline was selected for the 2019 Forbes Fintech 50 startups list.

Focus

PRODUCTS & SERVICES

Guideline's platform makes recommendations and adjustments on an ongoing basis to optimize employees retirement accounts. It integrates the plan with the user's payroll provider and automates the administration, recordkeeping, reporting, investment management, and employee education process. It helps its employees to enroll and understand their investment options as well as customize their plan and advisors to manage their clients' accounts.

MAIN CLIENTS

Small businesses

Traction

VALUATION / MARKET CAP:

$170 M in 2018

VALUATION COMMENT:

According to third-party data sources, the company's valuation is at $170 million. (Dec. 2018)

COMPANY TYPE:

For Profit

TRANSACTIONS VALUE:

$800 M in 2019

ACTIVE USERS COMMENT:

To date, the company has provided over 6,000 small businesses with a 401(k) plan and also manages assets worth $800 million. (Feb. 2019)

TRACTION COMMENT:

In 2018, the company grew the 401(k) plan count by 129% year-on-year and occupied 10% market share in the country.

company provided insights
Web Traffic

Web Traffic

MONTHLY VISITS

129,346

AVERAGE VISITS (6 MONTHS)

170,808.92

MONTHLY VISITS GROWTH

-20.99%

VISIT DURATION

374

VISIT DURATION GROWTH

3.5%

PAGE VIEWS VISIT

7.56

PAGE VIEWS VISIT GROWTH

12.89%

BOUNCE RATE

22.27%

BOUNCE RATE GROWTH

-10.06%

GLOBAL TRAFFIC RANK

172,556

MONTHLY RANK CHANGE

-4,998

MONTHLY RANK GROWTH

-2.81%

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