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

"I use it for my clients 401(k)"

What do you like best about Guideline? The onboarding of new employees is easy, the funds are contributed easily without issue What do you dislike about Guideline?

"Guideline - Great for small and growing businesses!"

What do you like best about Guideline? Great interface, wonderful customer service, and low AUM rates! What do you dislike about Guideline?

"Great platform!"

What do you like best about Guideline? Guideline has been a very easy to use platform and so far their investment choices seem to be panning out even during this crazy time. I will definitely recommend this website to others

"Guideline Has Been Great to Work With"

What do you like best about Guideline? As a small business owner, I wasn't sure if we could afford a 401k program for our employees, especially given the importance of matching. I am happy to report that we have grown along with our commitment to Guideline.

"Excellent online interface and great customer service. Easy to use for small businesses."

What do you like best about Guideline? Connects easily with Gusto (payroll service) and easy to use. Great reports feature amd customer service is great! What do you dislike about Guideline?

"Low fees and easy to use!"

What do you like best about Guideline? The fees are very low for the company and employees for a 401k. It's very easy to select investments as an employee with the guided questionnaire during onboarding. All of the compliance is handled as part of the plan.

"Guideline provided excellent service!"

What do you like best about Guideline? Attention to detail - The onboarding representative took the time to set us up right. The software is much better than many of the competitive products I have used.

"Great Pension System with fantastic customer service"

What do you like best about Guideline? The customer service team has been great. Being Canadian and not the most knowledgeable of US pension I know I can trust that the time will guide our company and make sure we are compliant

"Guideline: 401k's made easy"

What do you like best about Guideline? Before using Guideline, I'd never managed (or even held!) a 401k plan, so setting that up for our team seemed confusing at first - until I found Guideline! They make the entire process incredibly seamless, and offer great customer support. I didn't feel like I was alone in the process, and between Guideline's software and team, I was able to set our company up with a 401k offering.

"Guideline provided excellent service!"

What do you like best about Guideline? Attention to detail - The onboarding representative took the time to set us up right. The software is much better than many of the competitive products I have used.