Guideline headquartered in San Mateo offers a cloud-based 401k management software for businesses priced on a per employee basis.
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TriNet HR Plus
Score 6.8 out of 10
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HR Plus (formerly Zenefits) is TriNet’s administrative services organization (ASO) solution, combining expert support and administration with a technology platform for HR, payroll, and benefits.
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.
I think as a small business owner, this system gives peace of mind. When I'm onboarding an employee I can automatically integrate the process with Gmail and Quickbooks. I feel like they are always doing work in the background and I don't have to keep checking up on them or verifying the work that's been done
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.
We've already renewed after our first year with Zenefits due to the cost savings, ease of administration, reduction in overhead required to perform HR functions, and the employees happily embracing and liking the software. I've found employees generally hate anything new, but we've had no complaints about Zenefits outside the first few weeks of getting used to it.
It's extremely user friendly and customer service is super helpful. The app needed help a while back but it has greatly improved. There were issues with files being cut off, and when I was onboarded, it actually cut my offer letter off hiding important information. Since then, it's been fixed so they are continually improving.
We have not experienced any application errors or unplanned outages in the two years I have been using this app. Sometimes there is a lag in the time keeping/ confirming your location, however, it quickly resolves itself within seconds and more often than not is an internet connection error
This app always loads extremely quickly and in a reasonable time frame. Like I said, when we do experience lags from this app, it is more often than not an internet connection error
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.
Not good at all. Basically I typically feel like they can solve the issue at hand. However, they take forever and it never feels like they really care. It can be frustrating that the agent will never speak with you on the phone or just give you their direct contact info so that you can continue to follow up on the same issue. Once they "close" the issue - you have to go back to the main customer service email or line again, even though it may be related to something you've contacted them about in the past
Unfortunately I do not have any insights on the implementation of Zenefits as I was not employed with this company when Zenefits was introduced. Based on how effortless it is to use Zenefits, I wouldn't image there would be many issues with the implementation of Zenefits
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.
Zenefits has been a better tool for our purposes than Paychex Flex. While Zenefits is a fairly rigid tool without a lot of options for customization, Paychex has even fewer options for customization and their customer services is even more difficult to deal with
California Meal Break Violations cost a full hour of each employees pay rate. If an employee clocks in 1 minute early it costs us at least 10.50 (minimum wage Ca, 15.00 in Los Angeles) which adds up quickly. We had 37 meal break violations when we first rolled it out. They need to add a feature that disallows them to clock in ahead of 30 minutes, or add a feature that shows them how long they've been on break.
