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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 351-360 out of 520

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.

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

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?

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?

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.

MG

Marguerite G

06/21/22

4 out of 5

"I love Guideline."

What do you like best about Guideline? I don't have to think about anything! It's on autopilot. 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].