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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 51-60 out of 520

BR

Brian R

09/26/23

5 out of 5

"Easy to use, glad to be able to offer it to our team!"

What do you like best about Guideline? Ease of use, walks us through every step. What do you dislike about Guideline?

AU

Anonymous User

09/26/23

5 out of 5

"Great Value"

What do you like best about Guideline? Low cost and plenty of good Vanguard Funds What do you dislike about Guideline?

AS

AnneMarie S

09/26/23

5 out of 5

"Guideline has been a fantastic 401K provider for our company!"

What do you like best about Guideline? Guideline is a very intuitive, user-friendly service, which integrates seemlessly with our payroll provider. The cost of their services is very reasonable. The company also provides fast and efficient customer support when needed.

KO

Kevin O

09/26/23

5 out of 5

"Great customer support and ease of use"

What do you like best about Guideline? Integration with payroll is terrific. The fact that Guideline takes care of all required reporting, documentation, etc. is a big time saver. It's great to know that I essentially don't have to do anything but review a few actions items every once in a while. The comparability profit sharing is a great feature to help maximize company contributions to employee 401k accounts; and my account manager has been very helpful in finding the correct ...

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AU

Anonymous User

09/26/23

5 out of 5

"Great Value"

What do you like best about Guideline? Low cost and plenty of good Vanguard Funds What do you dislike about Guideline?

AS

AnneMarie S

09/26/23

5 out of 5

"Guideline has been a fantastic 401K provider for our company!"

What do you like best about Guideline? Guideline is a very intuitive, user-friendly service, which integrates seemlessly with our payroll provider. The cost of their services is very reasonable. The company also provides fast and efficient customer support when needed.

KO

Kevin O

09/26/23

5 out of 5

"Great customer support and ease of use"

What do you like best about Guideline? Integration with payroll is terrific. The fact that Guideline takes care of all required reporting, documentation, etc. is a big time saver. It's great to know that I essentially don't have to do anything but review a few actions items every once in a while. The comparability profit sharing is a great feature to help maximize company contributions to employee 401k accounts; and my account manager has been very helpful in finding the correct ...

Read more

AU

Anonymous User

09/26/23

4.5 out of 5

"Easy to launch and run a 401k program"

What do you like best about Guideline? It's been shockingly simple to launch a 401K program with a match that integrates directly with Gusto, our payroll provider! And it's now been maybe 3 or 4 years and everything has worked seamlessly!

AU

Anonymous User

09/26/23

4.5 out of 5

"Helps support compliance"

What do you like best about Guideline? They keep your locations in compliance and provide good reminders when things are due. What do you dislike about Guideline?

AU

Anonymous User

09/26/23

4.5 out of 5

"Efficient and effective use of 401(k)."

What do you like best about Guideline? The initial onboarding was very clear without any ambiguity What do you dislike about Guideline?