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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 71-80 out of 520

MJ

Macy J

08/28/23

5 out of 5

"Saving made easy!"

What do you like best about Guideline? I love how easy it is to contribute to a retirement plan - both as a business owner and employee of that business. It's easy for me to offer my employees this major benefit and I love how seamless it is as an employee as well.

EP

Elizabeth P

08/09/23

5 out of 5

"Very easy to use"

What do you like best about Guideline? It was simple to get my retirement plan set up on Guideline. They were very helpful getting the 401K from my old company rolled over into my new account.

EP

Elizabeth P

08/09/23

5 out of 5

"Very easy to use"

What do you like best about Guideline? It was simple to get my retirement plan set up on Guideline. They were very helpful getting the 401K from my old company rolled over into my new account.

AU

Anonymous User

08/08/23

4.5 out of 5

"Simple and Streamlined for Employee Use"

What do you like best about Guideline? It's easy to login, find my account information and make updates. What do you dislike about Guideline?

DT

Daniel T

08/01/23

5 out of 5

"Extremely easy to use and top support"

What do you like best about Guideline? Guideline is extremely easy to use and on the small number of times we've required support, it's been very straightforward to reach a human on the phone who has resolved right away. Integration with payroll is seamless.

AU

Anonymous User

08/01/23

5 out of 5

"Simple and effective"

What do you like best about Guideline? Guideline has simplified the whole 401(k) process allowing me to offer this key benefit to my employees within my small business. I could not have done it on my own.

T(

Tom (Tommy) S

08/01/23

5 out of 5

"Ww switched from Ubiquity to Guidline"

What do you like best about Guideline? They were helpful during the transition process, our previous provider was initially recommended by Gusto, but never completed the integration and lost a few of our deposits

DT

Daniel T

08/01/23

5 out of 5

"Extremely easy to use and top support"

What do you like best about Guideline? Guideline is extremely easy to use and on the small number of times we've required support, it's been very straightforward to reach a human on the phone who has resolved right away. Integration with payroll is seamless.

T(

Tom (Tommy) S

08/01/23

5 out of 5

"Ww switched from Ubiquity to Guidline"

What do you like best about Guideline? They were helpful during the transition process, our previous provider was initially recommended by Gusto, but never completed the integration and lost a few of our deposits

AU

Anonymous User

08/01/23

5 out of 5

"Simple and effective"

What do you like best about Guideline? Guideline has simplified the whole 401(k) process allowing me to offer this key benefit to my employees within my small business. I could not have done it on my own.