2023: A year in review
2023 was a landmark year for Guideline. We reached 47,000+ plans signed and our assets under management reached nearly $12 billion, with our savers contributing close to $3 billion to their retirement savings this year alone. We strengthened our commitment to making retirement more accessible with a series of launches, including the first Starter 401(k) plan to market and a mobile app that makes it easy to manage your 401(k) directly from your phone.
We're looking forward to continued growth as we head into 2024. But first, let's take a look back on our highlights from 2023:
Disclosures:
Figures are approximate values based on internal data collected as of December 31, 2023. This information is provided for educational and illustrative purposes only.
¹ Source: PlanSponsor Survey June 2023
² The calculation is a simplified representation of possible tax credits that may have been available to employers who established new 401(k) plans at Guideline effective in or after 2020. The actual savings realized may be higher or lower as this is a hypothetical and based on the assumption that all 40,000 + newly established plans were eligible to claim at least the minimum allowed under the new plan and auto-enrollment credits. Business owners of Guideline plans do not provide their tax credit eligibility information to Guideline. Learn more.
³ Please go to our Pricing Page for information on our plan tiers. See our Form ADV 2A Brochure for more information regarding fees.
⁴ Source: ASPPA Closing the Opportunity Gap February 13, 2023
⁵ App store rating is as of 12/31/2023 and is based upon all ratings and reviews received by Apple App Store® since the Guideline app was launched June 26, 2023. Current rating can be found on Guideline's App Store and is subject to change. App Store rating is calculated and generated by Apple based on the average of all total app reviews. Count of total ratings and reviews reflects the combined total of App Store rating and Google Play store ratings. No compensation was exchanged for reviews or ratings. Rating may not be representative of the Guideline client experience, advisory services, or investment performance. For more information go to Guideline on the App Store.
