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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 501-510 out of 520

AU

Anonymous User

03/30/21

5 out of 5

"Great experience so far"

What do you like best about Guideline? The pricing is right - for a small business, this 401k solution's pricing is just right for us What do you dislike about Guideline?

NP

Nepal P

03/30/21

5 out of 5

"401k with ease"

What do you like best about Guideline? The thought of offering 401K was worrisome as we didn't know the in's and out's of what it entailed. Who would track this? Can we afford to outsource? Are there hidden fees? And, are our employees protected?

CW

Carl-Anthony W

03/30/21

5 out of 5

"Intuitive platform and helpful team"

What do you like best about Guideline? I like that Guideline is very intuitive. It is easy to use from the employer and from the perspective of the employee. What do you dislike about Guideline?

SK

Senthil Kumaran S

03/30/21

5 out of 5

"Setting up Guideline was very quick and easy"

What do you like best about Guideline? Ease of implementation, customer service was very helpful. I requested for a quick set up and guideline was very helpful to meet my request .

AU

Anonymous User

03/30/21

5 out of 5

"Great addition to my team!"

What do you like best about Guideline? I like the ease of its integration with Gusto. What do you dislike about Guideline?

JK

Joe K

03/30/21

4 out of 5

"Awesome for small companies. It's time to get off the fence."

What do you like best about Guideline? Easy to use and great integration with other tools like quickbooks and gusto. Also, the cost is relatively low so it make it an easy and obvious choice. I'm also very happy that the default options are low cost EFT's and not high cost options that some over providers steer you towards. I know that low cost options are the best way to build long term wealth so without these I would not be able to recommend Guideline.

JJ

jeff j

03/16/21

5 out of 5

"Easy set up and simple to use"

What do you like best about Guideline? Investing options are based on your risk tolerance after answering a few questions. Simple and easy to use. The reports are straight forward and easy to understand. Being able to offer profit sharing to my employees in addition to a company match. The ability to change the company match percentage by raising or lowering it depending on how business cash flow is performing.

AU

Anonymous User

03/04/21

5 out of 5

"Review"

What do you like best about Guideline? Easy to use Guideline, makes things turnkey. What do you dislike about Guideline?

WF

William F

03/04/21

4 out of 5

"Very user friendly"

What do you like best about Guideline? Their onboarding team made it easy to transfer from another company. The website is easy to navigate and understand. I am emailed notices of all withdrawals, reminded of all tax obligations - they make it pretty easy. Also, I can get someone on the phone very quickly if I ever need someone.

TN

Thomas N

03/02/21

1.5 out of 5

"A Frustrating Experience"

What do you like best about Guideline? Guideline was the company's first 401k vendor and made things very easy to set up. Fee structure is reasonable. 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].