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Guideline - New SaaS Software

Guideline Reviews in July 2026: User Ratings, Pros & Cons

Secure your financial future with Guideline.

2.9

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Guideline Reviews & Ratings

2.9

Good

Based on 12 ratings & 520 reviews

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Rating Distribution

Excellent

(377)

Very Good

(105)

Good

(10)

Poor

(4)

Terrible

(24)

Spotsaas Editor’s POV

Guideline provides a streamlined approach to 401(k) management for small businesses, making retirement planning accessible and straightforward. Its user-friendly platform simplifies compliance and administration tasks, ensuring peace of mind for both employers and employees.Read more

Guideline pros and cons

  • Affordable 401(k) solution

  • Simplifies plan administration

  • Comprehensive compliance management

  • User-friendly interface

  • Limited to 401(k) plans

  • Not suitable for large businesses

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Showing 301-310 out of 520

DB

Debra B

09/11/22

4.5 out of 5

"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).

AL

Amber L

09/09/22

4 out of 5

"Super Easy 401K Management"

What do you like best about Guideline? I love that it integrates with payroll and I really don't have to think about it. What do you dislike about Guideline?

ST

Shawn T

09/09/22

5 out of 5

"Easy way to 401k"

What do you like best about Guideline? Guideline makes it very easy to setup a 401k for a small company including Safe Harbor provisions. What do you dislike about Guideline?

DD

David D

09/08/22

4.5 out of 5

"Easy to use and manage"

What do you like best about Guideline? As a non-finance small business owner, I liked that this was easy to set up and enlist employees into without feeling like I needed to learn a lot of concepts and terms or master some kind of new tool. It also helps that there are not an overwhelming number of choices either, which is a common problem in the digital world.

AU

Anonymous User

09/08/22

5 out of 5

"Retirement on Auto Pilot"

What do you like best about Guideline? Guideline has set up a program that is easy to understand and easy to use. Even so, if you have questions, they have people who can help. I highly recommend Guideline.

DD

David D

09/08/22

4.5 out of 5

"Easy to use and manage"

What do you like best about Guideline? As a non-finance small business owner, I liked that this was easy to set up and enlist employees into without feeling like I needed to learn a lot of concepts and terms or master some kind of new tool. It also helps that there are not an overwhelming number of choices either, which is a common problem in the digital world.

DM

David M

09/08/22

5 out of 5

"Guideline is great for our business!"

What do you like best about Guideline? Guideline is very easy to set up and integrates with our payroll provider making it seamless. The investment choices are good for our employees and the low cost is appreciated.

AU

Anonymous User

09/07/22

4.5 out of 5

"Easy to set up and manage as a small business owner."

What do you like best about Guideline? Easy to manage, easy to set up, and so far we've had no issues. What do you dislike about Guideline?

AU

Anonymous User

09/07/22

4.5 out of 5

"Easy to set up and manage as a small business owner."

What do you like best about Guideline? Easy to manage, easy to set up, and so far we've had no issues. What do you dislike about Guideline?

AK

Amy K

09/07/22

5 out of 5

"Easy setup for employee benefits"

What do you like best about Guideline? It was super easy to get set up to use Guideline services. Billing is simple and predictable. What do you dislike about Guideline?

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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].