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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 341-350 out of 520

AU

Anonymous User

08/02/22

5 out of 5

"Guideline Review"

What do you like best about Guideline? Very simple interface. Have not heard any issues from employees. What do you dislike about Guideline?

AU

Anonymous User

08/02/22

4 out of 5

"Good benefits"

What do you like best about Guideline? Super easy to use for company benefit management. What do you dislike about Guideline?

AU

Anonymous User

08/02/22

5 out of 5

"Easy and good experience"

What do you like best about Guideline? I like how easy it was to set up, the assistance when I needed guidance. What do you dislike about Guideline?

AU

Anonymous User

08/02/22

4 out of 5

"Guideline Review"

What do you like best about Guideline? Easy set up for employees and access to see their data What do you dislike about Guideline?

VK

Victoria K

08/02/22

5 out of 5

"No-brainer solution for retirement offering"

What do you like best about Guideline? Guideline was so easy to set up via QBO, and so easy for our employees to use. It's lovely having this as an option for a small biz.

AU

Anonymous User

08/02/22

5 out of 5

"Excellent platform"

What do you like best about Guideline? How easy it is to manage the 401K, both for the employer and employees alike. What do you dislike about Guideline?

LT

Lauren T

08/02/22

5 out of 5

"Great for small business!"

What do you like best about Guideline? Streamlines so easily with my QuickBooks subscription What do you dislike about Guideline?

ML

Michael L

08/02/22

5 out of 5

"Automated benefits that make our staff smile"

What do you like best about Guideline? Robust set of benefits. Guideline makes it easy to understand the best choices for my business. What do you dislike about Guideline?

TF

T F

08/02/22

0 out of 5

"Guildline forces businesses and their EE's to participate @ 1% ... no matter what"

What do you like best about Guideline? Decent menu of investment choices........ What do you dislike about Guideline?

JM

Joshua M. S

08/02/22

0 out of 5

"Absolutely awful customer service!"

What do you like best about Guideline? They take months to get back to you - they calculated a SE withdrawal incorrectly (I'm a tax attorney - I should know) - and this has been ongoing for the last 9 months - they apologize for the late replies, but it keeps happenning. Hands down the absolute worse customer service I have ever experienced. We will be leaving at year end.

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