WC
Will C.
Financial Advisor
Small-Business (50 or fewer emp.)
"I am an Advisor and Client of 401Go"
4.5/5
What do you like best about 401GO?

Working with the staff at 401Go was awesome and easy. As an advisor and client, Dustin and team will walk you through every step in the process. They will not leave you to figure it out on your own. The ease of the platform and the support of the 401Go team is perfect. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

i haven't found anything yet that i am not happy with. Review collected by and hosted on G2.com.

Response from Jennifer Stott of 401GO

We're so glad you've had such a positive onboarding experience! We continually strive to provide excellent support to our partners and clients.

Verified User in Human Resources
AH
Verified User in Human Resources
Small-Business (50 or fewer emp.)
"LOVE THIS SERVICE FOR 401K MANAGEMENT FOR SMALL BUSINESS!"
5/5
What do you like best about 401GO?

401GO is a super convenient and simple way to manage employee's 401K services. This takes out all the guess work and the interface on the software is superbly designed.

Also - there is always a human on the other side available to help. Our 401GO Rep was very hands on in getting us all set up correctly. We're a small company so I wear many hats, I absolutely love services like this that make it easier to understand and provide benefits to our employees -- and 401GO rates at the top of my list for services. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

Honestly, nothing that I dislike about using this service! I guess one thing would be that it doesn't integrate directly with Square payroll but it's still very, very simple to use and report. Review collected by and hosted on G2.com.

Verified User in Chemicals
UC
Verified User in Chemicals
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Exceptional Professionalism and Lightning-Fast Communication"
5/5
What do you like best about 401GO?

Outstanding Experience with Exceptional Communication! Starting a new 401k program for our employees felt overwhelming at first, but working with Katie B. has made the process seamless. Katie is incredibly responsive, answering all my questions and emails with impressive speed. She’s also readily available for Google Meets, which adds a personal touch. The best part has truly been the clear and efficient communication—it’s reassuring to know I can always reach out with questions and receive thoughtful, prompt responses. For any business owner just starting out, this level of support is invaluable! Review collected by and hosted on G2.com.

What do you dislike about 401GO?

Good Service, But Room for Improvement on Recurring Features. Overall, the system works well, but one technical issue has been a bit inconvenient. One of my employees is on a weekly pay schedule, and there’s no option for a recurring setup. It’s a hassle to manually process it every week. I’m confident this will be addressed in future updates. Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

Thank you for your feedback on the recurring features. We appreciate your input and will definitely consider this for future updates to enhance the user experience.

Todd S.
TS
Todd S.
Investor
Small-Business (50 or fewer emp.)
"Customer support has been great. Even the Co-Founders are accessible!"
4.5/5
What do you like best about 401GO?

The customer support and the customization options during setup were beyond my expectations. One of the Co-Founders spent an hour on a call answering my many questions which was greatly appreciated! Review collected by and hosted on G2.com.

What do you dislike about 401GO?

I'm not a big fan of the extra fee to have investments self managed by my financial advisor. Also, the fees for the defined benefit plan were a little higher than expected. I also think 401GO investment performance reporting is just average. I wish there was more custom reporting options to pull performance reporting by different cuts. Review collected by and hosted on G2.com.

CG
Caribbean G.
Tax Specialist
Small-Business (50 or fewer emp.)
"Grest option for a self employed person!"
5/5
What do you like best about 401GO?

401GO gives me an opportunity to plan for the future. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

I can't think of any dislikes at this time. Review collected by and hosted on G2.com.

Verified User in Machinery
AM
Verified User in Machinery
Small-Business (50 or fewer emp.)
"Rather simple and straightforward, have had good support when needed"
4.5/5
What do you like best about 401GO?

It was easy to set up, it is easy to maintain, and it has been easy to get questions answered from a real person when needed. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

We have a bit of complexity with regards to a part-time employee who got enrolled by default even though they don't qualify - getting that fixed in between 401GO and our HRIS platform (through which we do payroll and use 401GO) has not been straightforward. But over-riding the error each pay period as instructed by 401GO, until we have the time to figure it out for real, has been easy enough, although not ideal. Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

We appreciate your feedback and are happy to hear that you've found 401GO easy to use and have received good support when needed. We apologize for the inconvenience with the part-time employee enrollment and are actively working to improve integrations with the various HRIS platforms we connect to. Thank you for your understanding, and we're committed to resolving this issue for you.

Verified User in Computer Software
IC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"Thank you, 401GO, for delivering a product that works so well for us!"
5/5
What do you like best about 401GO?

We've been using 401GO, and it has truly exceeded our expectations. The platform's ease of implementation and intuitive user experience made setting up and managing our 401(k) plan seamless and stress-free. From onboarding to ongoing management, the process is straightforward, saving us time and simplifying what could otherwise be a complex task.

Their support team is knowledgeable and responsive, ensuring we always have help when needed. We’re thrilled with how 401GO has made retirement planning accessible and efficient for our organization, and we confidently recommend it to others looking for a reliable 401(k) provider.

Thank you, 401GO, for delivering a product that works so well for us! Review collected by and hosted on G2.com.

What do you dislike about 401GO?

So far, we like everything about 401GO for our business. Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

Thank you for sharing your positive experience with 401GO! We're thrilled to hear that our platform has exceeded your expectations and made managing your 401(k) plan stress-free. Our team is dedicated to providing a seamless and intuitive user experience, so it's great to know that you found the implementation process straightforward.

Luke T.
LT
Luke T.
Financial Advisor
Small-Business (50 or fewer emp.)
"A simple, easy to use, start up plan for advisors"
4.5/5
What do you like best about 401GO?

A big upside to the 401GO platform is its digital nature. Being able to do everything from the data gathering, initial meetings, to general administration online is ideal in todays landscape. The support staff is responsive and friendly, willing to guide you and the clients through each step. The automation available on the backend makes management very easy if you have multiple plans. The integration into payroll is also well done. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

It may not be for every client or older folks who enjoy physical paper and relationships. I have not ran into this being an issue, but I know it could be and that is okay. Review collected by and hosted on G2.com.

Response from Jennifer Stott of 401GO

Thanks for this feedback Luke! Our engineering team has worked very hard to make the backend management easy for our partners, and to digitize and automate as much as possible, and to build very stable and useful payroll integrations. It's good to hear these are paying off for you. Let us know how else we can make your life easier!

Dinko B.
DB
Dinko B.
Professional Certified Coach
Small-Business (50 or fewer emp.)
"GREAT EXPERIENCE, QUICK AND SIMPLE"
5/5
What do you like best about 401GO?

It has been very easy to set up and use it, and support is fast and personable. Responses are almost in real time Review collected by and hosted on G2.com.

What do you dislike about 401GO?

There could be more videos explaining everything and make explanations simpler, especially for those like me who are new into this. Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

Thanks for the review and feedback Dinko! We put a lot of emphasis and priority on making sure we are immediately available to our clients and partners. I'm glad to hear we've been able to do that for you. Thank you for the suggestion on the videos. We are working on that specific thing and will start rolling out more of those support type tools within the next couple months.

Z Z.
ZZ
Z Z.
Co-Owner
Small-Business (50 or fewer emp.)
"Easy Setup, Friendly Service"
5/5
What do you like best about 401GO?

Their team is awesome, and at every turn we had great communication. We never felt as though there was a question left unanswered for too long, and they made it easy to set things up for our company. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

No real downsides to us, administration is pretty easy and if we ever need any help they are always there! Review collected by and hosted on G2.com.