They are incredibly helpful and it was so easy to set up our 401k for our company. Great customer service. Super easy to change what you contribute. It was easily integrated to our HR/Payroll system. Review collected by and hosted on G2.com.
I have not really found anything yet that I dislike Review collected by and hosted on G2.com.
Guideline has been super simple and straightforward to set up and maintain. I received good support when onboarding, and I've received helpful advice when I've run into issues or scenarios that I don't know how to handle. The help center has great articles too. Review collected by and hosted on G2.com.
I have a small number of employees and generally very straightforward contributions so I can't speak to how more complex situations might unfold or what it's like to manage a much larger number of employees. Review collected by and hosted on G2.com.
Hey Amber,
Thank you for taking the time to share your feedback. We're excited to hear about your positive experience with us!
Here at Guideline, we’re committed to providing our customers with excellent service–if you have any questions surrounding your 401(k), please don’t hesitate to reach out at clients@guideline.com. We’d be happy to help!
I thought offering my employees a 401k would mean a lot of extra work for my small business. Luckily I found Guideline and they take care of everything! Review collected by and hosted on G2.com.
The only downside is not finding it sooner! Review collected by and hosted on G2.com.
Ease of use and customer portal is very simple, I have no problems findings my way around and getting a clear picture of our plan. For the price it seems to be a great offering. Review collected by and hosted on G2.com.
I don't have any specific things to highlight that I do not like. Review collected by and hosted on G2.com.
The communication from Guideline has always been pretty darn clear. Whether I am contacting them for support or just reading through the informational emails they send me, I ALWAYS feel more confident and settled that our program is compliant and that there is nothing to worry about, than I did with our previous provider. I am primarily a bookkeeper with some admin and HR heaped on my plate due to the small size of the business I work for, and I have enjoyed that I can work with Guideline without having to become an expert in a whole other field. Review collected by and hosted on G2.com.
It was difficult to transfer to Guideline from Paychex. I was told that it would be so seamless and effortless and that turned out just to be a sales pitch. But once we got up and running, it has been seamless. Review collected by and hosted on G2.com.
Guideline makes it easy to offer a hands-off 401(k) with various levels of personalization for small businesses with a diverse employee group. We love how simple it is for our employees to set up their portfolios, but from the administration side, we rarely have to touch it. Implementation and enrollment is easy and automated. Their customer support has been great, and the reports they provide are easy to understand and helpful to our business operations. Review collected by and hosted on G2.com.
Guideline may not be the best fit for companies that are transitioning or used to more formal, robust 401(k) options in the marketplace. Review collected by and hosted on G2.com.
I was up and running in minutes, so I didn’t have to carve out a ton of administrative time up front. Now I spend less than 30 minutes a month on filings, record keeping, and compliance
—Guideline takes care of it all behind the scenes. The flat monthly fee is refreshingly straightforward, with no surprise charges or hidden costs, and syncing with our Gusto payroll happens automatically, saving me even more time.
My team actually uses the intuitive dashboard and mobile app, and Guideline’s friendly, responsive support feels like an extension of our small-business family. Review collected by and hosted on G2.com.
Honestly, I haven’t run into any significant downsides so far. Review collected by and hosted on G2.com.
Everything was so easy from start to finish. The dashboard makes it easy to see where you are in the process and makes tasks easy. Review collected by and hosted on G2.com.
All good so far, we are three months in. Review collected by and hosted on G2.com.
I like the simple set up and integration with Gusto payroll software. This helps us provide excellent benefits to our employees that doesn't cost us a bunch of time to implement. Review collected by and hosted on G2.com.
Downside is the cost per employee and lack of advice for investing. Review collected by and hosted on G2.com.
I feel like that with Guideline it was almost like "set it up" and forget it. Guideline does all the work, and it frees me up to take care of other tasks. Review collected by and hosted on G2.com.
I wish Guideline would give employees a tutorial on how much money they should contribute and the advantages of pre tax vs Roth. Review collected by and hosted on G2.com.