Guideline headquartered in San Mateo offers a cloud-based 401k management software for businesses priced on a per employee basis.
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SurePayroll
Score 2.5 out of 10
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SurePayroll offers an online payroll service that lets small business owners run payroll anywhere, anytime. The vendor automatically pays and files federal, state and local payroll taxes.
I believe that the only thing more broken than Guideline's product is their customer support. From initial contribution dates to the disastrous account closure that cost us personally thousands of dollars, this has been by far the worst SaaS and customer experience I've ever had in my career. If only 1) Guideline's product or 2) customer support had individually been broken, we would not have ended up in this state. I sent dozens and dozens of emails inquiring about oddities I was seeing in the product, but Guideline's reps only gave more conflicting and what ended up being grossly inaccurate feedback and status updates. I hope this review reaches anyone who is thinking of closing their Guideline account. Be extremely wary of what Guideline says and does in the account closure process and exact for detailed and exact timelines (you'll have to follow up many times...). For those of you who haven't yet selected a 401k provider, I'd recommend staying as far away from Guideline as possible.
We use SurePayroll to make monthly payrolls in our company, as well as to close the month and year with all the income and expenses and most importantly to make tax payments. The application is perfect for making payrolls when the personnel adapted for it is not in the head office, SurePayroll has an application for mobiles that allows to make these operations remotely. The application is perfect when you want to make immediate payments, at the time of loading the payroll to the system, it proceeds to automatically perform transactions for each employee entered without any error.
Super easy interface - honestly running payroll couldn't be easier on their site.
Incredible customer service - VERY knowledgeable, professional and friendly. They will walk you through anything you need to do on the site and understand payroll, tax and benefit issues.
Tax filing and payments and year-end paperwork for 1099 contractors and W-2s. They make it so easy.
I feel that the customer support was abysmal - In my experience, we were consistently given conflicting advice and statuses as we closed our account with Guideline. Despite many, many follow-ups attempting to clarify our current status and remaining steps to close the account, Guideline's reps continued to provide, I believe, misleading and inaccurate steps. This cost us thousands and thousands of dollars given Guideline was not able to appropriately pull the funds before closing the account.
Guideline's integrations - I believe there is clearly a broken pipeline between Guideline and Rippling. In my experience, contributions were not funded as expected when we first opened the account, and when we closed our account, there was no communication between Guideline and Rippling. Guideline continued to expect contributions into perpetuity despite closure of the account
I feel that Guideline's product itself is just broken in critical places - most importantly, statuses of contributions were reflected incorrectly in the software (Guideline thought funds were transferred, but they were not and Guideline never attempted to pull the funds from our bank). This, combined with the terrible customer support, cost us thousands and thousands of dollars after we closed our account. There are many absolutely critical features that are broken -> to give just one of many examples, it was not possible to update the bank account information and no error message was thrown. I was told that our account ended up in an exceptional state given our last payroll contribution date and account closure, but these seem like very basic things a 401k provider has to get right if there are going to manage people's money.
My chief complaint is the software sometimes requires me to have a code sent to my phone before I can continue with some process. That in itself is fine. The problem is the check box that lets SurePayroll remember the computer doesn't actually do that. I select that check box every time, but the software doesn't remember me or my computer.
Fees have creeped higher every year over the last two or three years. I feel like I'm nitpicking here, though. What I spend for the service is reasonably priced for the amount of headaches it prevents.
I have a case where an employee is sometimes salaried and sometimes contract. There's not a way to handle that without terminating him when he needs to switch.
The few questions that we've had have been answered quickly and helpfully. The implementation was a breeze and the onboarding contacts were really helpful. There was some stuff I had to learn about 401(k)s in making the decision to implement Guideline, but the Guideline team was helpful in pointing me in the right direction.
SurePayroll was great when we had questions or needed support, ie. if we messed up with a payroll, needed to submit tax documents or get documents. The ease of communication between us and the organization was great and they made it easy for users to call in with support requests.
We selected Guideline due to their relationship with Gusto, our payroll service. However, we did review alternative options for our 401k program and found them very competitive as to price and quality. We were thinking about going with one of the bigger companies like Schwab, E*TRADE, Ally, etc., but found Guideline to be the best choice for us based on price and ease of use.
SurePayroll offers a comparable service at a better rate. They are better designed for small companies who need to save money any way they can. Their fees are more appropriate than ADP but the service offerings are just as good.
SurePayroll helps us process payroll quickly and effortlessly 97% of the time.
On the rare occasion when there is an issue SurePayroll needs to address, it can take hours and hours of time over many months to get that issue resolved. Through the process, SurePayroll employees have always been professional and courteous in their communication.
