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AM

Verified User in Mechanical or Industrial Engineering

Small-Business (50 or fewer emp.)

5/3/2023

"Very efficient, very easy to get started, great people to work with."

5/5

What do you like best about 401GO?

The people there are very helpful, quick with answers and help Review collected by and hosted on G2.com.

What do you dislike about 401GO?

It does not fully integrate with our payroll system, a little bit of manual work is required. Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

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Thanks for the review and suggestion. You are 100% right, we do have the best people in the industry. If you haven't looked into it, you might want to talk to your client success manager about the True360 option for automating your payroll.

MA

Mark A.

Controller

Small-Business (50 or fewer emp.)

6/22/2022

"Client since January 2022"

5/5

What do you like best about 401GO?

The ease of setup, implementation and integration to the payroll system. Customer support for setup and subsequent questions was timely and outperformed expectations. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

The participant dashboard is overly simplistic and investment performance metrics limited. Review collected by and hosted on G2.com.

Response from Jennifer Stott of 401GO

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Thanks for your feedback Mark. We love being an easy alternative to the California state plan and we're glad it's working for your team!

UH

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

4/25/2023

"Easy to use, helpful staff"

5/5

What do you like best about 401GO?

Very easy to use. Interface is very user friendly. Spoke directly with someone for one on one training. Has checked in since then to make sure no problems Review collected by and hosted on G2.com.

What do you dislike about 401GO?

Haven't found anything yet. Everything has been very smooth thus far. Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

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I'm delighted to hear you've had a positive experience so far. We really do have the best client success team!

GR

Gary LoDuca R.

Founder, Owner & Chief Executive Thinker

Small-Business (50 or fewer emp.)

4/6/2020

"Excellent Startup to Medium Size Plan Provider!"

5/5

What do you like best about 401GO?

The simplicity and exceptionally fast plan design process is a big differentiator. The low cost structure combined with the admin and investment technologies completes the plan solution and makes 401GO the best first option to consider. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

It would be helpful if 401GO added sample model portfolios on their site to help businesses better understand their risk profile and managed portfolio program. Review collected by and hosted on G2.com.

Recommendations to others considering 401GO:

Go to your current plan provider and download all the 408(b)2 annual cost disclosures for your plan. Have them reviewed by a fiduciary advisor that specializes in retirement plan design (ex. Thoughtful Advisors) to understand if you've got the best plan possible. Review collected by and hosted on G2.com.

What problems is 401GO solving and how is that benefiting you?

We review active 401k plans. We create an analysis showing the current costs and services vs benchmark of similar size plans. We create a proposal showing cost reductions and adding 3(16) AND 3(38) fiduciary services. 401GO fits our process perfectly. Review collected by and hosted on G2.com.

Response from Jennifer Stott of 401GO

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Thanks for your feedback Gary! We agree, 401GO always recommends involving an advisor in your financial decisions. We do have some model portfolios available for you to reference. Feel free to contact our customer support team if you have any questions.

TS

Taylor S.

Small-Business (50 or fewer emp.)

2/7/2023

"Such an incredible option for small business owners"

5/5

What do you like best about 401GO?

Our main clientele are small business owners with about 5-20 employees. We have used several different 401K platforms in the past. 401Go is the best onboarding experience we have ever had. They can do a plan setup in a matter of days, whereas other platforms take weeks to sometimes even months. We have loved our experience so far. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

No complaints so far, nothing bus positive reviews from our clients. Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

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Thanks for the stellar review Taylor. I love hearing about the ways our platform helps our valued partners offer better service to their clients. I agree, we do have an amazing onboarding process and great client success managers.

AC

Verified User in Consumer Services

Small-Business (50 or fewer emp.)

4/27/2023

"easy to use"

3.5/5

What do you like best about 401GO?

cheap, lots of investment options that i can use to invest in various parts of the stock market Review collected by and hosted on G2.com.

What do you dislike about 401GO?

doesn't interface with payroll provider so is an extra step Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

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Thanks for the review. If you want full service payroll (True360), you can reach out to your client success manager and then we automate your payroll for you.

AC

Verified User in Construction

Small-Business (50 or fewer emp.)

4/28/2023

"Great 401K platform"

5/5

What do you like best about 401GO?

Great and easy to use websites for employee and management - - lots and lots of low cost investment options Review collected by and hosted on G2.com.

What do you dislike about 401GO?

sometimes minor delays in getting back to you questions Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

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Thanks for the review.

UR

Verified User in Retail

Small-Business (50 or fewer emp.)

4/29/2023

"Great Service"

5/5

What do you like best about 401GO?

Great communication. Easy to set up. Reps are always available when you need to talk. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

No downside. I like all features. Program is easy to work with. Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

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Thanks for the great service. I'm delighted to hear this is working out for all your needs.

JV

juan V.

Operations Manager

Small-Business (50 or fewer emp.)

4/28/2023

"Great"

5/5

What do you like best about 401GO?

Very easy to use and convenient to get set up. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

I haven't had a downside yet with the app. Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

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Thanks for the review Juan. I'm glad to hear our 401k platform is working out for your needs.

IM

Irene M.

Underwriting Manager

Small-Business (50 or fewer emp.)

1/24/2022

"Low fees, great service, and investment options"

5/5

What do you like best about 401GO?

Low fees. Many investors and investment opportunities for companies. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

N/a. I like everything. All options offered are good. Review collected by and hosted on G2.com.

Response from Jennifer Stott of 401GO

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Thanks Irene! We appreciate you sharing what is important to your team.