I like that Guideline easily integrates with our payroll software. It automates the administrative tasks, such as compliance testing, government filings, and recordkeeping, which saves our company time and effort. The Guideline platform is user friendly and offers helpful links to resources for the employer and employees. And I have great experiences with customer service reps when I have encountered any issues. Review collected by and hosted on G2.com.

At this time, there is nothing not to like. Review collected by and hosted on G2.com.

Overall, I’ve had a positive experience with Guideline. The platform is easy to use, with a clean and intuitive interface that makes navigation simple. I especially appreciate how seamless it is to manage my account. Review collected by and hosted on G2.com.

I think there’s room for improvement. It would be helpful if the dashboard included more detailed metrics to give users deeper insights into their retirement progress. Additionally, expanding the range of investment options—particularly by including ETFs—would make the platform even stronger. Review collected by and hosted on G2.com.

Guideline is simple, effective, and I know exactly where my retirement money is going. Review collected by and hosted on G2.com.

Right now, Guideline is integrating into Gusto, so navigating those changes have been interesting. Review collected by and hosted on G2.com.

Of the 5 companies that I researched before setting up my company's 401k plan, guideline was the cheapest by far. While there were a couple of companies that offered plans with slightly lower fees for the employer, the monthly fees charged to the employees were significantly cheaper at guideline. Review collected by and hosted on G2.com.

Limited investment options (currently only Vanguard Mutual funds).

Getting to actually talk to a person on the phone is a chore (unfortunately that is becoming the norm everywhere).

Accessing your funds was hard (401k loan), but it seems like they have updated the website in the last year and you can now do that without a bunch of phone calls or emails. Review collected by and hosted on G2.com.

I like how easy it is to adjust contribution amount, contribution limits and the customized portfolios are extremely nice. Review collected by and hosted on G2.com.

The account fee but you will get that with most other options so it is not that big of a deal. Review collected by and hosted on G2.com.

Guideline offers an exceptional 401(k) management solution that stands out in the financial services industry. The platform excels with its intuitive user interface, making retirement plan management straightforward and accessible for both employers and employees.

The user experience is particularly impressive, with a clean, logical layout that simplifies navigation through complex retirement planning options. This thoughtful design approach eliminates the confusion typically associated with retirement account management.

When I encountered a mortgage application process requiring specific documentation from my retirement accounts, Guideline's support team responded promptly and efficiently. They provided all necessary documentation in a timely manner, demonstrating their commitment to customer service excellence.

Overall, Guideline delivers a comprehensive 401(k) management solution that combines technological sophistication with responsive human support, making it a valuable partner for retirement planning needs.​​​​​​​​​​​​​​​​ Review collected by and hosted on G2.com.

- Monthly statements not available as early as preferred​​​​​​​​​​​​​​​​ Review collected by and hosted on G2.com.

We have been using Guideline for our 401(k) plan, and the integration with QuickBooks has made the entire process incredibly efficient. From setup to ongoing management, the platform is intuitive and user-friendly for both administrators and employees.

For administrators, syncing payroll is seamless. Contributions are automatically calculated and submitted, removing the need for manual uploads or constant oversight. The dashboard is clear, and reporting is simple but comprehensive. Everything just flows without disruption, which has saved us significant time.

Employees also find it easy to navigate. Enrollment is straightforward, and users can view their contributions, investment options, and performance at a glance. The interface makes retirement planning feel accessible, even for those new to investing.

Overall, Guideline’s streamlined connection with QuickBooks makes managing a 401(k) plan feel less like a chore and more like a built-in benefit. We highly recommend it for small businesses looking for a simple, modern retirement plan solution. Review collected by and hosted on G2.com.

The investment options are somewhat limited compared to larger providers. Review collected by and hosted on G2.com.

I love that guideline does the guessing for me in making sure my 401k funds are aggressively invested. Review collected by and hosted on G2.com.

I wish there were more investment options available. Review collected by and hosted on G2.com.

I have the administrative view as management which makes it easy to answer employee questions. It is an intuitive website and there isn't too many places to click on so it makes finding things easy. As an employee I have used the website to ask for a loan against my 401k in a hardship situation. Not having to submit forms or bring other people into the loop helped me make it more private and it was simple to submit. Review collected by and hosted on G2.com.

For the loan requests there is a path I had to take that wasn't easy to find so if there is something added to the drop down for that particular option that would be great. Review collected by and hosted on G2.com.

The support we have received has been amazing in transitioning, setting up, and maintaining our 401(k). The dashboard is very user friendly on both the sponsor and participant side of things. There is a seamless integration with our HRIS which makes managing and updating very easy. The investment options are also great and the help center makes navigating the platform and answering plan questions very easy, I like that I can easily refer employees to those help pages. Review collected by and hosted on G2.com.

The 401(k) setups offered can be restrictive which may pose a difficulty for those who are wanting more flexibility with their 401(k). We are unable to restrict certain compensation types from being eligible (i.e., bonus) and employment types (i.e., interns), which leads to some manual adjustments. There are some features from the SECURE 2.0 act which are not available nor is there the option to have someone from Guideline present on the 401(k), which would be nice to have. Review collected by and hosted on G2.com.