As a small business owner serving small and micro businesses, I appreciate how Guideline simplifies 401(k) administration. The platform integrates smoothly with payroll, and the employee dashboard is intuitive—even for those new to retirement planning. I especially value the low-cost investment options and the ability to offer Safe Harbor plans. Starting the plan is easy and seamless. Our weekly payrolls fit right in with Guidelines processing of our contributions. Review collected by and hosted on G2.com.

I’ve noticed some delays in customer support responses, long waiting time for a real person to help. Review collected by and hosted on G2.com.

The lower cost and ease of use are nice features for the company and employees while the ease of integration with payroll software makes it a good choice from a management standpoint. It doesn't require any effort for me to maintain. Review collected by and hosted on G2.com.

I feel like the yields are very modest but that may be due to a lack of education on my part. I wish there were more built in educational tools to help people understand what they are actually investing versus the yield. I was looking for a report of that information and can't even find it laid out with investment vs yield, which feels like they're trying to hide low returns. Review collected by and hosted on G2.com.

As a small business owner, Guideline was incredibly easy to set up and integrate with our payroll. It pretty much runs on its own, which is a huge plus. The fee structure is transparent and fair, and it provides all the essential tools for my employees to manage their retirement savings without needing a lot of hands-on management from me. Review collected by and hosted on G2.com.

The user interface gets the job done, but it could be more polished. Some of the administrative dashboards feel a bit clunky to navigate, and finding specific information can sometimes take a bit more digging than I'd like. A cleaner GUI would make the experience even better, but it's a minor complaint overall. Review collected by and hosted on G2.com.

We’ve had a great experience with Guideline. The platform makes setting up and managing our 401(k) plan simple and straightforward, which has been a big help for both our HR/finance team and our employees. The onboarding process was smooth, and their customer support team is responsive and easy to work with.

Employees appreciate how user-friendly the dashboard is—it’s clear, transparent, and makes it easy for them to track contributions and investment options. From an employer perspective, I especially value the automated administration, compliance support, and seamless payroll integration, which save us a lot of time and reduce the risk of errors.

Overall, Guideline has given us a retirement benefit that feels modern, accessible, and valuable for our team. I’d definitely recommend it to other small and growing companies looking for an affordable, easy-to-use 401(k) solution. Review collected by and hosted on G2.com.

The investment options are solid, but a little more variety would be nice for employees who want more customization. Review collected by and hosted on G2.com.

Guideline takes all the hassle out of setting up 401(k) plans for your employees. For me as a sole proprietor, I was able to easily integrate Guideline into my payroll system (Quickbooks) and get a 401(k) up and running for myself. It was relatively simple to pick a type of investment strategy for my plans. Even when I adjust my salary, which I sometimes need to do monthly, Guideline always picks up the new numbers and pulls out my contribution (both employer and employee) easily. Customer support has also been quite responsive the few times I've needed to ask questions. I rest easy knowing that when I eventually do need to hire more people, it will be a piece of cake to get them set up with company 401(k) too, and I'll know that I'm following all regulations correctly. Review collected by and hosted on G2.com.

I don't think quite all the information I needed to know about 401(k) plans was communicated to me effectively, such as only being able to modify the company contribution percentage when a new fiscal year begins. Review collected by and hosted on G2.com.

What I like best about Guideline is the ease and efficiency of their automated platform and seamless payroll integration. This saves me a lot of time by handling administrative tasks automatically , and with a direct payroll sync, I don't have to worry about manual errors. The transparent and affordable pricing is also a major plus, as it helps maximize my team's savings without hidden fees. Review collected by and hosted on G2.com.

I haven't encountered any significant issues with Guideline so far. However, as a customer, I would be interested in seeing more specific details about the investment options available beyond the general mention of managed portfolios. While the company highlights its high customer satisfaction, the marketing materials don't give a clear picture of how they handle specific problems or what the resolution process is like if something goes wrong Review collected by and hosted on G2.com.

Guideline makes offering a 401(k) simple and affordable. The platform is easy to use, integrates smoothly with payroll, and gives employees a clear view of their retirement savings. Their support team is responsive, and the fees are straightforward. It’s a solid choice for small businesses that want to give staff quality retirement benefits without the headache. Review collected by and hosted on G2.com.

Honestly, there isn’t anything negative to say about Guideline. The platform works smoothly, support is reliable, and the costs are transparent. It’s one of the few services I can recommend without a single real complaint. Review collected by and hosted on G2.com.

I find Guideline a great tool for our company. Each employee is able to log in into their specific account and accesss all info. Access through an app on the phone is awesome too. From the companys side, its great to see everyones account all at once and integrating the program to work for us. No major issues thus far

Great customer service when i need it

Love it! Review collected by and hosted on G2.com.

Nothing to really dislike

If i had to mention something, maybe it would be great to have an easier initial setup with our Quickbooks Desktop platform. I had issues connecting accounts on the back end. But i was able to get through that with customer service Review collected by and hosted on G2.com.

I appreciate the convenience that Guideline provides, which is evident in how seamlessly it integrates with QuickBooks, allowing me to set up my employee's 401(k) plan without needing to explore other vendors. The ease of getting started was particularly remarkable, as it required only a few minutes of my time to provide necessary information, after which everything was set up automatically, including a 5% match for my employee, which I determined to be appropriate. What stands out most is that once set up, it requires no further intervention from me, as my payroll company manages everything, greatly suiting my busy schedule as a business owner. The convenience of the product is the most valuable aspect to me, having decided my buying decision, and if I had to repurchase, it would be solely for this convenience. Additionally, the signup process was effortlessly facilitated through QuickBooks, where talking to an agent was easy, emphasizing the user-friendliness of Guideline. The overall experience is so satisfactory that I would rate my likelihood of recommending it a solid 10 out of 10. Review collected by and hosted on G2.com.

I am not sure of the cost after the first year. Yhe first year was at no cost. Review collected by and hosted on G2.com.

I love that Guideline integrates directly with Gusto, which we use for payroll, making it easy for our team to sign up and monitor everything seamlessly. The setup process was really simple, and I appreciate how it allows our employees to manage their 401(k) contributions effortlessly. The platform has significantly helped our team save money, enhancing their financial health and morale, which benefits the company overall. I find the investment management tools intuitive and straightforward, allowing both users and administrators easy access to adjust contributions and manage accounts. The affordability and ease of use of the platform make it a compelling choice for us. Review collected by and hosted on G2.com.

Nothing really. It’s a great product. Review collected by and hosted on G2.com.