OnPay sync — Two way
- All transactions are processed automatically
- Changes made in OnPay or Guideline show up in both platforms automatically
Investment options
Managed portfolios, consisting of low-cost index funds
Costs to employer
- Plans start at $39/mo + $4 per active participant.
- No setup fees, no termination fees.
Costs to employees*
Annual account fee starting at 0.15%
* An assumed annual account fee of 0.15% is applied to assets under management and is deducted on a monthly basis. It’s calculated at 1/12 of the annual stated rate (0.08%) based on the account balance on the last day of each month. Alternative account fee pricing is available, ranging from .15% to 0.35%. Contact Sales at hello@guideline.com to learn more about exclusive pricing options available in Enterprise tier. See our Form ADV 2A Brochure for more information regarding fees.
At the time of this endorsement, OnPay (the “Solicitor”) is not a client of Guideline. Guideline pays a fee for each 401(k) & SEP IRA client referred by the Solicitor, as outlined in Guideline’s written solicitation arrangement with the Solicitor. Additional disclosures will be provided to you by Guideline prior to opening an account with Guideline.