Eric O.
EO
Eric O.
President
Small-Business (50 or fewer emp.)
"Very easy to use platform for small businesses"
5/5
What do you like best about 401GO?

My experience with 401GO has been extremely positive to this point. It was easy to set up with all the support provided. After the first time, it only takes me a couple of minutes each pay period to process payroll for myself and my employees. Pricing is the best in the industry, and the website is very easy to navigate. The 401GO team has been fantastic to work with every step of the way! Review collected by and hosted on G2.com.

What do you dislike about 401GO?

The only downsides are that for my business, which uses Sure payroll, there is not full integration so some manual data entry is required. This takes me about 3 minutes for 6 employees. Also, occasionally the company match is off by $0.01 from what my payroll company calculates, but again this can be remedied by cross referencing. Review collected by and hosted on G2.com.

Response from Jennifer Stott of 401GO

Thanks for your feedback Eric. We are constantly adding new payroll integrations to make the experience even easier for our clients. We're proud of our pricing structure and customer support, and I'm so glad they have been valuable to you!

KB
Kelly B.
Small-Business (50 or fewer emp.)
"401go is a game-changer enabling businesses to set up a 401k with ease - low cost & low effort!"
5/5
What do you like best about 401GO?

Incredibly fast, simple 401k plan establishment - like in 15 minutes. Ultra-low fees. Easy safe-harbor plan setup, with system helping you decide which of the 4 safe-harbor matching methods to choose. You don't need to be an expert with 401k plan design to implement a plan in literally minutes. Importantly, they offer a great selection of low-fee index mutual funds from multiple families including Vanguard, as well as Target Date funds. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

NO downsides to 401go - really!! If I had to suggest something, I'd say a couple more choices in very short and intermediate duration bond index funds would be nice, but what they do have is sufficient - no complaints! Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

Hi Kelly, thanks for such a kind and detailed review. I'm delighted to hear this is working out so well for you and your team. Good suggestions on the addition of more bond index funds - I've passed your suggestion on to the investment team.

Jacie G.
JG
Jacie G.
Chief Financial Officer
Small-Business (50 or fewer emp.)
"User friendly & top-notch customer support"
5/5
What do you like best about 401GO?

The interface is very user-friendly, both for the administrator and the participant. The setup process was easy, and someone was readily available if I had any questions. They have an excellent onboarding process that makes it so seamless. I can rest easy knowing 401go has everything handled for our 401ks. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

It is not currently integrated with my payroll, but they have made the manual entry super simple, so it's not that big of a deal. Review collected by and hosted on G2.com.

Response from Jared Twitchell of 401GO

Thank you for your positive feedback! We take pride in offering a user-friendly interface and top-notch customer support. We understand the importance of payroll integration and are continuously working to improve our services to better meet the needs of our customers. Because we built our own platform in-house, we have lots of flexibility on what we can integrate with and are continuously adding more payroll integrations.

Canion B.
CB
Canion B.
Human Resources Manager
Small-Business (50 or fewer emp.)
"A Flexible Service Without the Complexity of the Big Guys"
4.5/5
What do you like best about 401GO?

The most helpful thing about 401Go is the ability to integrate with our payroll (automatic) and the ease employees can register and set up their allocations. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

They are new, so their website isn't the prettiest and sometimes it is difficult to find the menu button you want. Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

Thanks for the review Canion! We love being able to deliver a simple and affordable solution to firms like yours. Your comments and suggestions are heard and we're working on app/web improvements constantly.

Verified User in Medical Practice
AM
Verified User in Medical Practice
Small-Business (50 or fewer emp.)
"Easy Transition"
5/5
What do you like best about 401GO?

From the beginning, the process from our previous 401K account provider to this New provider has been a smooth transition. Great communitcation through out the process from 401GO. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

nothing to report at this time regarding to any disappointment. Review collected by and hosted on G2.com.

Response from Jared Twitchell of 401GO

Thank you for your feedback! We work hard to ensure it's an easy process for companies of all sizes!

AN
Alysia N.
President
Small-Business (50 or fewer emp.)
"Excellent Customer Service!"
5/5
What do you like best about 401GO?

As a small business owner, navigating benefits for my employees can be time-consuming and stressful. I initially signed up through the State of CA for the requirement of offering a savings plan. Once I realized how much work it was, I reached out to my payroll company for help. They referred me to 401GO and the process was very easy to get set up. Any questions that I had were answered in a timely manner. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

So far I haven't found anything I dislike. Review collected by and hosted on G2.com.

Response from Jennifer Stott of 401GO

We're thrilled to be your choice over CalSavers! And glad to hear that the payroll integration and automation have made your life easier. Thanks!

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Onboarding and Automation are Highlights"
4.5/5
What do you like best about 401GO?

So far, I've experienced their great Onboarding specialist who was available to do a demo with my current plans that are prospective transitions. Was an excellent experience. She was very gracious, knowledgeable and great on follow-up. The automation along with individual, live plan managers are important features for us. I need someone to be on the phone with my client if something goes wrong. I also like the payroll interface and affordability offered by 401Go. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

Everything looks good so far! I'll need to partner with them for a year or two to be able to answer this completely. My main concerns are customer service and cost, and cost looks good so far. Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

Such great feedback Ben - Thanks! We strongly believe the future of fintech isn't the tech - its the personal relationships that automation makes more time for. I love hearing about the positive experiences with our team and I can assure you, we will work hard to make sure that is always the case for our valued partners like you and for your clients. Thanks again!

Bradley S.
BS
Bradley S.
Small-Business (50 or fewer emp.)
"Simple, tech-forward, clean"
4/5
What do you like best about 401GO?

Easy to use interface, with a great customer service team. 401GO is tech-forward and is a great all-in-one solution with a 3(16) & 3(38). The full integrations keep up with the old insurance offerings and seem to have a lot of similar capacities. 401GO uses a wide range of low-cost ETFs. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

It would be great to have all plans on one platform (SEPs, Simple's, 403B's, etc) and be able to fold in HSA's into the plan. I would also like to see the platform open up so that we could custody plan assets outside of the plan in a self-directed platform where we can manage the assets in different ways while still being part of the plan. Oh yeah, and allow for the super back-door Roth option on a solo plan when testing isn't an issue. It would also be great to use the platform as a tech provider, but be able to maintain an outside TPA relationship. Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

Bradley, thanks for such a thorough review! We are delighted and fortunate to have you as a partner. I love all the specific suggestions and I'm excited to tell you almost all of these are items that are currently on our development road map. 403B plans are in beta right now and if you have any you'd like to set up, we are happy to accommodate you. We are also adding in many other similar products and while it is still a little ways out, there is a high probability HSA plans are in your future ;). Please keep these suggestions coming!

Steve T.
ST
Steve T.
President
Small-Business (50 or fewer emp.)
"Very easy setup, great platform"
5/5
What do you like best about 401GO?

The ease to set up the 401k plan was amazingly simple. I had an older 401k for my firm at TD Ameritrade and the setup was tedious and archaic. The setup for 401Go literally took 10 minutes. The ongoing administration is very easy. The selection of funds is fantastic. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

As I have it set up now, employees can change withholding rates at any time. But they told me that next year I can change that; appears to have been something you can do at setup. Otherwise, nothing else I dislike. Review collected by and hosted on G2.com.

Response from Daniel Beck of 401GO

Thanks for the review and feedback Steve. I'm glad we could be an upgrade over your existing plan at TD Ameritrade.

LA
Lisa A.
HR Manager
Small-Business (50 or fewer emp.)
"401GO has been a great Value Add to our organization"
5/5
What do you like best about 401GO?

The ease of access and ease of use is amazing. They link with our payroll provider so reporting and employee changes are super easy! Also, their support and responsiveness has been outstanding. Review collected by and hosted on G2.com.

What do you dislike about 401GO?

Nothing so far! Everything has been great! Review collected by and hosted on G2.com.

Response from Jennifer Stott of 401GO

Thanks Lisa! We're so glad we've been able to give your employees an easy way to manage their retirement funds. And keep an eye on our payroll integrations, because we're adding new ones all the time!