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Guideline

Score8.5 out of 10

36 Reviews and Ratings

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What is Guideline?

Guideline headquartered in San Mateo offers a cloud-based 401k management software for businesses priced on a per employee basis.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Guideline has to offer, as determined by TrustRadius' reviewers.
Based on 36 ratings of Guideline's features
View all features

Top Performing Features

  • Plan Flexibility

    The ability to accommodate different plan designs, including but not limited to traditional, vesting schedules, or safe harbor plans with auto-enroll, auto-escalating contributions, and non-Highly Compensated Employee only contributions.

    Category average: 8.9

  • Ease of Enrollment

    The consistency and ease of enrolling new or existing employees into the plan

    Category average: 9.2

  • Compliance Maintenance

    The reliability of the provider in conducting nondiscrimination testing and fixing compliance issues

    Category average: 8.9

Areas for Improvement

  • Payroll Integration

    Ability to integrate with a variety of payroll packages and deduct part of pay to go towards 401(k)

    Category average: 8.9

  • Filings and Disclosures

    Reliability in providing required forms, filings, and disclosures such as Form 5500 series, summary plan descriptions, and Safe Harbor Notices

    Category average: 8.8

Reviews

What users are saying about Guideline.
View all reviews

Not recommended at all - Terrible customer service

Incentivized
Tom Nemcek
Human Resources Director in Human Resources at Vivos Therapeutics, Inc. (51-200 employees employees)

Pros

  • Ease of use
  • Connection with payroll vendor
  • Cost

Cons

  • Terrible customer service
  • Lack of investment options
  • No resources for employees to help with financial needs

Most Important Features

  • Connection with payroll vendor
  • Cost
  • Ease of use

Return on Investment

  • Allow small employees to enhance benefit package
  • Great recruitment tool for new employees
  • Connection with payroll vendor allowed for less manual work

Other Software Used

Paylocity, GoodHire, Indeed.com

Jordan's Guideline Review

Incentivized
Jordan WilhelmiView profile
Director Media Public Relations in Professional Services at Unbendable Media LLC (1-10 employees employees)

Pros

  • User interface is seamless and easy to read
  • Quarterly reports are detailed but not difficult to understand in terms of performance
  • Projection data is a valuable resource to analyze my financial planning

Cons

  • I'd like an app so I can track progress from my phone and iPad with ease
  • Two-factor authentication might be nice with all the private financial data the platform holds
  • A contact number or option to speak with financial advisors might be useful down the road for my retirement planning

Most Important Features

  • User accessibility
  • Automated deposits and performance tracking
  • Detailed quarterly reports

Return on Investment

  • Simplified our retirement contribution system
  • Taken the responsibility off our CEO with a trusted platform
  • Allowed easy-to-use system for employees to control financial planning

Very complete and low costs 401K option for fast growing SMBs

Incentivized
Robert Malnati
COO (Chief Operating Officer) in Corporate at thatDot, Inc. (1-10 employees employees)

Pros

  • Low costs investment options
  • Excellent customer support
  • Easy to use integrations and user experience

Cons

  • None to suggest

Most Important Features

  • Low costs investment options
  • Very intuitive user portal with robust functionality and documentation on issues

Return on Investment

  • Allows us to attract top talent that want complete options for retirement saving
  • Incredibly low administrative overhead

Other Software Used

Gusto, QuickBooks Online

Usability

Guideline is a great choice for startups!

Incentivized
STEVEN SPERRY
CEO (Chief Executive Officer) in Corporate at MINNOW TECHNOLOGIES (11-50 employees employees)

Pros

  • User interface is excellent
  • Clear and effective communications
  • Cost is reasonable

Cons

  • I'd like to see more investment options
  • Additional integrations to banks and wealth management platforms

Most Important Features

  • 401k management
  • Compliance management
  • Ease of use

Return on Investment

  • Guideline has helped us recruit hard to find talent in a very competitive labor market

Alternatives Considered

MerlinOne

Other Software Used

Gusto

Guideline - Time saver with a friendly interface

Incentivized
Connor Disbrow
Senior Accountant in Finance and Accounting at PathAI (51-200 employees employees)

Pros

  • Integration with systems
  • Great interface
  • Portfolio options

Cons

  • Integration [sync] could be more often - only once per day
  • Bloated customer service line
  • Simplicity lacks customization

Return on Investment

  • Frees up finance time due to integrations
  • Welcomed and liked by employees
  • Friendly customer service

Alternatives Considered

ADP Workforce Now

Other Software Used

QuickBooks Online, Gusto, BetterWorks

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