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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 481-490 out of 520

MM

Marshall M

04/20/21

5 out of 5

"Super Simple & Inexpensive"

What do you like best about Guideline? Plans are super simple to set up and manage. Costs are low. It's a very straightforward 401k service and the costs are super low!

BR

Beth R

04/06/21

5 out of 5

"Just what my small business needed!"

What do you like best about Guideline? Affordable, easy to get up and running, excellent customer service What do you dislike about Guideline?

AU

Anonymous User

04/04/21

5 out of 5

"Guideline makes it easy!"

What do you like best about Guideline? I like the full support and managemnt of our plan. What do you dislike about Guideline?

TH

Tanner H

04/03/21

4 out of 5

"Simple, effective solution for retirement"

What do you like best about Guideline? I love that Guideline syncs with Square POS for quick and easy setup! What do you dislike about Guideline?

AU

Anonymous User

04/02/21

5 out of 5

"Excellent Service"

What do you like best about Guideline? How fast they always respond any questions. What do you dislike about Guideline?

LM

Luke M

04/01/21

5 out of 5

"Small Business 401K"

What do you like best about Guideline? Guideline was very easy to set up. They walk you through everything that you need and provide step by step assistance. Their integration with our payroll provider was also a huge benefit and why we went with them in the first place. They push info back and forth seamlessly and employees deductions are automaticlly taken from their checks without any additional work on the back end. Also managing users and portfolios is super straightforward and ...

Read more

BS

Bjorn S

04/01/21

4 out of 5

"Great Startup 401k Provider for Small Business."

What do you like best about Guideline? Low monthly fees and maintenance fees make this an excellent choice for startup 401k's. Employees like the ease of picking a fund strategy. I like the automated funding, and the included compliance reporting.

BW

Brian W

04/01/21

5 out of 5

"We love being able to offer a 401(k) to our employees without the admin headaches!"

What do you like best about Guideline? Guideline allows us to provide an important retirement benefit that so many employees want without having to go through a huge hassle operationally.

AU

Anonymous User

03/31/21

4 out of 5

"Simple interface and helpful staff makes Guideline a no-brainer."

What do you like best about Guideline? The usability is top-notch. And the communications are always clear. What do you dislike about Guideline?

ER

Efrat R

03/31/21

0.5 out of 5

"Frustrating and exhausting"

What do you like best about Guideline? the self-management tool and user interface 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].