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Guideline

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1,144 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.5
Serving customers since
2015

Profile Name

Star Rating

867
202
29
11
35

Guideline Reviews

Review Filters
Profile Name
Star Rating
867
202
29
11
35
John T.
JT
John T.
12/16/2025
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Simple Interface and Excellent Investment Choices

Guideline has a simple interface and a great selection of investments from which to choose for long term gains. Setting up the account and making changes to holdings is easy and pain free with little to no need for customer support. The fees are also very reasonable.
Caitlin C.
CC
Caitlin C.
12/16/2025
Validated Reviewer
Review source: G2 invite
Incentivized Review

Easy for Admins, Handy App for Teams

Guideline was super simple for me to use as the plan administrator. Has an app for the team which was a nice feature.
PH
Pat H.
11/25/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Stress Free with Guideline

The online portal is easy to use and navigate when researching for information.

About

Contact

HQ Location:
Burlingame, California, United States

Social

@Guideline401k

What is Guideline?

Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.

Details

Year Founded
2015