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Guideline - New SaaS Software

Guideline

Secure your financial future with Guideline.

2.9

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Starts from $49/Month

Guideline Reviews & Ratings

2.9

Good

Based on 12 ratings & 520 reviews

Rating Distribution

Excellent

(377)

Very Good

(105)

Good

(10)

Poor

(4)

Terible

(24)

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Showing 1-10 out of 520

MS

Monika S

01/30/24

5 out of 5

"Easy set up. Clear dashboard."

What do you like best about Guideline? I was new to adding retirement benefits for my small practice, and Guideline made it super straightforward and easy. Setting up with a safe harbor 401(K) was the perfect plan for my business size. I also have Guideline linked with my payroll service, Gusto, making it even easier to incorporate into my benefit offerings.

AU

Anonymous User

01/30/24

5 out of 5

"Guideline makes managing our 401k for our small business simple."

What do you like best about Guideline? Guideline is almost completely hands-off. I spend only an hour or so annually on reviewing regulatory documents that Guideline prepares. Essentially, I can focus on running my business, and Guideline focuses on running our 401k benefits plan.

BB

Brad B

01/30/24

4.5 out of 5

"Easy company to work with"

What do you like best about Guideline? The Guideline portal is extremely easy to use. It syncs well with Gusto (our HR platform). In addition the variety of investment plans is robust.

MS

Michael S

01/04/24

5 out of 5

"Simple. Easy. Integration with payroll"

What do you like best about Guideline? Simple and easy for business owners and employees. What do you dislike about Guideline?

AU

Anonymous User

01/04/24

3.5 out of 5

"Guideline Review"

What do you like best about Guideline? Very easy to set up and use for the team and me! I appreciate how transparent the product is around contributions, returns etc. Also, we appreciate how well it integrates with Gusto.

MM

Monti M

12/21/23

5 out of 5

"Very convenient option for my employees"

What do you like best about Guideline? Easy to use and navigate around the website. What do you dislike about Guideline?

LH

L H

12/21/23

4.5 out of 5

"Easy to administer"

What do you like best about Guideline? The Guideline 401k plan has been easy to set up and administer. When I have had an issue or question, the support has been swift.

HB

Heidi B

12/19/23

5 out of 5

"Good, DIY retirement solution"

What do you like best about Guideline? I like that I can do it all online without having to call anyone. What do you dislike about Guideline?

AC

Amanda C

12/19/23

5 out of 5

"Easy to implement and navigate."

What do you like best about Guideline? Guideline has user Friendly on the HR and employee side. One of my favorite things about Guidline is I do not have to remember every date an employee becomes eligable, there system automatically send the employees emails when it is time to enroll. Guideline is easy to intergrate with our payroll service, there customer service is quick to respond, and understands time management.

KZ

Katherine Z

12/19/23

4.5 out of 5

"Helped me set up 401k options for our small business with zero headaches"

What do you like best about Guideline? How easy and very helpful they were in setting everything up for me What do you dislike about Guideline?