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Compare Guideline and Ubiquity Retirement 
Featured Products
At a Glance
Market Segments
Small-Business (89.8% of reviews)
Small-Business (78.8% of reviews)
Entry-Level Pricing
$39.00 39 per month + $4/mo per active participant Per Month
Starting at $19.00 Per Month
Guideline
Star Rating
(1,145)4.5 out of 5
Market Segments
Small-Business (89.8% of reviews)
Pros & Cons
Entry-Level Pricing
$39.00 39 per month + $4/mo per active participant Per Month
Browse all 3 pricing plansUbiquity Retirement
Star Rating
(50)4.1 out of 5
Market Segments
Small-Business (78.8% of reviews)
Pros & Cons
Entry-Level Pricing
Starting at $19.00 Per Month
Browse all 5 pricing plansGuideline vs Ubiquity Retirement
When assessing the two solutions, reviewers found Guideline easier to use, set up, and administer. Reviewers also preferred doing business with Guideline overall.
- Guideline and Ubiquity Retirement both meet the requirements of our reviewers at a comparable rate.
- When comparing quality of ongoing product support, reviewers felt that Guideline is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Guideline over Ubiquity Retirement.
Pricing
Entry-Level Pricing
Guideline
Starter
$39.00
39 per month + $4/mo per active participant Per Month
A simplified 401(k) with limited features and easy administration.
- $6,000 employee contribution limit*****
- No employer contributions
- Exempt from IRS testing
Ubiquity Retirement
Single(k)
Starting at $19.00
Per Month
A flexible solo 401(k) plan for businesses that have no other full-time employees besides the owner and their spouse or business partner.
- Maximum of 2 people (business owner and business partner or spouse)
- Choose your own investments at a brokerage/custodian of your choice
- Option to add Mega Backdoor Roth
Free Trial
Guideline
No trial information availableUbiquity Retirement
No trial information availableRatings
Meets Requirements
9.2
986
9.2
25
Ease of Use
9.3
1,010
8.8
43
Ease of Setup
9.2
939
8.8
25
Ease of Admin
9.3
940
8.8
17
Quality of Support
8.7
871
8.4
26
Has the product been a good partner in doing business?
9.1
929
8.9
17
Product Direction (% positive)
8.5
967
8.1
25
Features by Category
Onboarding
8.8
853
8.0
20
9.1
862
8.9
21
Dashboard
9.1
842
8.9
20
8.8
835
9.3
20
9.0
828
9.1
19
Compliance
9.2
794
9.4
20
9.1
804
9.3
18
Administration
9.0
812
9.6
19
8.9
816
9.5
19
Generative AI
6.8
366
8.6
7
Categories
Categories
Shared Categories
Guideline and Ubiquity Retirement are categorized as 401(k)
Unique Categories
Guideline has no unique categories
Ubiquity Retirement has no unique categories
Reviews
Reviewers' Company Size
Guideline
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Ubiquity Retirement
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
9.8%
Information Technology and Services
6.6%
Accounting
6.3%
Marketing and Advertising
4.9%
Hospital & Health Care
4.3%
Other
68.1%
Information Technology and Services
12.2%
Financial Services
10.2%
Marketing and Advertising
8.2%
Accounting
8.2%
Consulting
4.1%
Other
57.1%
Alternatives
Discussions
Would you possibly make monthly statements available as a feature?
1 Comment
PK
yesRead more
Can I use this for myself as the owner?
1 Comment
BR
Yes, you can use this as the owner and reap the benefits of whatever company match you decide to offer.Read more
Ubiquity Retirement has no discussions with answers
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