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Guideline - New SaaS Software

Guideline Reviews in April 2025: 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

Rating Distribution

Excellent

(377)

Very Good

(105)

Good

(10)

Poor

(4)

Terible

(24)

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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.

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!

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?

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.

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?

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?