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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 41-50 out of 520

AL

Amanda L

09/27/23

5 out of 5

"Easy Peasy 401k"

What do you like best about Guideline? Guideline has been great for our organization. It was so easy from start to finish and integrated beautifully with Gusto. We highly recommend attorney nonprofit meeting a safe Harbor 401(k), or other retirement benefits for their employees.

CM

Clayton M

09/27/23

5 out of 5

"Easy to setup and manage"

What do you like best about Guideline? Guideline makes it easy to get your companies 401k up and running. The support has been great and our staff loves that they can help manage their portfolios.

TJ

Thomas J

09/27/23

5 out of 5

"Great Sevice Easy To Use"

What do you like best about Guideline? I love how easy it is to navigate and get questions answered. What do you dislike about Guideline?

LA

Lauren A

09/27/23

5 out of 5

"Benefits made simple"

What do you like best about Guideline? It's simple and easy for my employees, and myself. What do you dislike about Guideline?

NC

Nicole C

09/27/23

4.5 out of 5

"Guideline is the Go To for Small Business 401(K) services"

What do you like best about Guideline? Guideline is easy to use and their customer service and follow up is outstanding. They make administrating our small business 401(K) easy and stress-free. Uploading files is easy.

JP

Jeff P

09/27/23

5 out of 5

"Excellent System"

What do you like best about Guideline? We love the ease of use of Guideline! We find it simple, intuitive and easy to use. As an administrator and plan participant, switching is easy between the two! We are so glad to have found you!

AU

Anonymous User

09/27/23

5 out of 5

"Low fees for the win!"

What do you like best about Guideline? Low fees and they have great service for our small business. What do you dislike about Guideline?

JS

Jen S

09/26/23

4 out of 5

"They do a good job!"

What do you like best about Guideline? They offer personable service when I call about an issue. What do you dislike about Guideline?

GO

Grace O

09/26/23

5 out of 5

"Contributions Simplified"

What do you like best about Guideline? Easy to access information. Intuitive design. Robust Help Center. What do you dislike about Guideline?

SC

Stacy C

09/26/23

4 out of 5

"Ease of setup and ongoing use."

What do you like best about Guideline? I enjoy how easy it is to adjust my investment portfolio and switch between admin and user accounts. The mplementation process was fairly seamless and our company has been overall pleased with their experience. I also enjoy the amount of resources Guidline provides.

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