Guideline Reviews in May 2025: User Ratings, Pros & Cons

"Great experience"

What do you like best about Guideline? Easy to set up. Easy to use. Team was able to research investment options. What do you dislike about Guideline?

"Guideline makes saving clear and easy"

What do you like best about Guideline? Integration with our payroll platform and simple investment options for our team to get great returns without a lot of hassle

"Guideline makes saving clear and easy"

What do you like best about Guideline? Integration with our payroll platform and simple investment options for our team to get great returns without a lot of hassle

"Difficult to withdraw money -- no ACH, limited mailing options, need letter of acceptance"

What do you like best about Guideline? Guideline has relative low fees compared to what you could pay in the industry, and they're not going to put you into "their" funds (since they're not a mutual fund agency).

"Decent 401k option for small biz"

What do you like best about Guideline? This was the 401K option that has both Roth and traditional 401K accounts. It integrated with payroll pretty nicely and allowed me to dictate how much money I wanted to be sent to each account from my paycheck. I like how it says I have contributed X amount for pre-tax and Y amount for Roth to date. I can see how much money I've contributed in the current year and how much money I can still contribute for the IRS limitations. There are a lot of ETF ...

"Super Easy 401K"

What do you like best about Guideline? It is very easy to use. Integrates well with Zenefits. Set it and forget it. What do you dislike about Guideline?

"Nice Integration with Payroll, Made Adding 401k Benefits Easy for Small Company"

What do you like best about Guideline? Works great with our existing payproll provider, allowing us to seamlessly offer a 401k benefit to our employees. We are a small company and the maintenance to Guideline is a few hours a year.

"Very user friendly for smaller and midsize companies"

What do you like best about Guideline? The automated payroll deductions to eliminate manual pulling What do you dislike about Guideline?

"Very user friendly for smaller and midsize companies"

What do you like best about Guideline? The automated payroll deductions to eliminate manual pulling What do you dislike about Guideline?

"Guideline streamlines the process between QBO and 401K contribution distribution; a plus on my end."

What do you like best about Guideline? The interface between QBO payroll and Guideline is seamless. I also appreciate the level of communication between Guideline and me (the administrator).