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Guideline - New SaaS Software

Guideline Reviews in May 2025: 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

Rating Distribution

Excellent

(377)

Very Good

(105)

Good

(10)

Poor

(4)

Terible

(24)

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Showing 351-360 out of 520

AU

Anonymous User

08/02/22

3.5 out of 5

"Easy low cost 401k provider"

What do you like best about Guideline? It works well, pretty straightforward. Nice UI What do you dislike about Guideline?

AU

Anonymous User

08/02/22

3.5 out of 5

"Agile vs. competitors"

What do you like best about Guideline? Agile is quick and user friendly. The platform functions in a modern and friendly way, vs. the archaic and hard-to-navigate options provided by others.

AU

Anonymous User

08/02/22

3.5 out of 5

"Agile vs. competitors"

What do you like best about Guideline? Agile is quick and user friendly. The platform functions in a modern and friendly way, vs. the archaic and hard-to-navigate options provided by others.

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.

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?

EL

Ervin L

07/13/22

0 out of 5

"Much slower to transfer funds than any other provider"

What do you like best about Guideline? Guideline has an Easy UI and the investments are set and forget What do you dislike about Guideline?

AD

Aria D

06/28/22

5 out of 5

"Easy, efficient & comprehensive"

What do you like best about Guideline? Easy to use portal. Clear and comprehensive. Customer care was great. What do you dislike about Guideline?

BV

Brandon V

06/28/22

5 out of 5

"My Guideline Experience"

What do you like best about Guideline? Guideline is extremely easy to use. Its integration with QuickBooks makes it perfect for our small business. What do you dislike about Guideline?

AM

Ashley M

06/22/22

5 out of 5

"Great 401(k) Solution"

What do you like best about Guideline? We switched to Guideline because they seamlessly integrate with Gusto. We pay a bit more, but in addition to the Gusto integration, they also offer better and cheaper investment options than our previous administrator. I've also had good experiences with their customer service so far.

AU

Anonymous User

06/21/22

5 out of 5

"Easy 401K setup"

What do you like best about Guideline? I like Guideline has been super easy to set up. It has allowed seamless integration to Gusto, which is our payroll management software. The support was also really great in getting us set up.

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