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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 31-40 out of 520

CC

Charles C

10/05/23

5 out of 5

"Perfect for small businesses"

What do you like best about Guideline? Guideline makes it very simple for self servicing 401(k) by small businesses What do you dislike about Guideline?

AU

Anonymous User

10/04/23

4 out of 5

"Simple, affordable 401k plan for a small business"

What do you like best about Guideline? When looking to set up a 401(k) for the first time for our small business, we wanted a provider that didn't charge high fees and had low-cost funds/options for our employees. Most other providers had high fees unless you were rolling over larger amounts from a prior 401(k) provider.

MG

Marisol G

10/03/23

5 out of 5

"Great Customer Service"

What do you like best about Guideline? Their custormer servie is great. I never have an issue with getting someone on the phone. What do you dislike about Guideline?

SA

Sanketh A

10/03/23

5 out of 5

"Great"

What do you like best about Guideline? I love it. Super easy. Partners with Gusto What do you dislike about Guideline?

AU

Anonymous User

10/03/23

4.5 out of 5

"So far working with Guideline has been great"

What do you like best about Guideline? Full disclosure: I am receiving a $25 Amazon gift card to write this review, however I have tried to be as honest as possible. I have been working with Guideline to help 3 of my clients out. So far the experience has been a positive one. I appreciate having a dedicated rep to answer any questions. Clients appreciate the straightforward interface.

SF

Sèkou F

09/27/23

5 out of 5

"Guidline has made it easy to streamline my 401K business needs and investments"

What do you like best about Guideline? Guideline has a simple clean layout so you know what you are looking and easy to toggle between employee investments and business investments.

BC

Bob C

09/27/23

3.5 out of 5

"Good for what I use it for"

What do you like best about Guideline? Supporting small business. I'm glad I found a company to help me with a 401k What do you dislike about Guideline?

AU

Anonymous User

09/27/23

3.5 out of 5

"Works well with good customer service"

What do you like best about Guideline? It's striaghtforward, connects to Gusto, and is simple. When I needed customer support they were helpful. What do you dislike about Guideline?

KH

Kevin H

09/27/23

3.5 out of 5

"Guideline review"

What do you like best about Guideline? Guideline is an exemplary tool for small to medium-sized businesses looking to implement cost-effective and user-friendly retirement solutions.

AG

Adam G

09/27/23

4 out of 5

"Great product for small companies - affordable"

What do you like best about Guideline? Loved that it was affordable and that it integrated seamlessly with QBO. Additionally, very good when it comes to selections for investment.

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