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Guideline

Guideline

Overview

What is Guideline?

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

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Learn from top reviewers

In my opinion, Awful customer service — couldn’t transfer my money for over 1 month

Rating: 8 out of 10
February 28, 2024
IncentivizedVetted ReviewVerified User
They are my previous company’s 401K benefits provider
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Verified user
Manager
Guideline1 year of experience

Guideline Review from a Senior Staff Researcher Point of view

Rating: 9 out of 10
January 9, 2024
IncentivizedVetted ReviewVerified User
Guideline helps us to easily administrate our 401(k). It is not easy to have visibility on the total retirement savings that each individual has accumulated and in total. It ...
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Verified user
Professional
Guideline3 years of experience

Disastrous account closure process with a broken product & terrible customer support that cost us thousands of dollars

Rating: 1 out of 10
January 4, 2024
IncentivizedVetted ReviewVerified User
We selected Guideline as our 401k provider and used the integration with Rippling (our payroll provider).
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Verified user
C-Level Executive
Guideline8 years of experience

Not recommended at all - Terrible customer service

Rating: 1 out of 10
November 10, 2021
IncentivizedVetted ReviewVerified User
Guideline was mainly used because it connected with the company's prior payroll vendor Gusto. All employees at the company used Guideline for 401(k) services. We were looking ...
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Tom Nemcek
Director - Human Resources
Human Resources Director
Vivos Therapeutics, Inc.
Guideline3 years of experience

Jordan's Guideline Review

Rating: 10 out of 10
November 10, 2021
IncentivizedVetted ReviewVerified User
We use Guideline for our company-wide 401k platform. I go on to my account every paycheck and I love the simple to read interface to see how my retirement savings are doing. I...
Continue reading
Jordan Wilhelmi
Director - Professional Services
Director Media Public Relations
Unbendable Media LLC
Guideline4 years of experience
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Pricing

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Guideline

Guideline

N/A
Unavailable

What is Guideline?

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

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.guideline.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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10 people also want pricing

Alternatives Pricing

Human Interest

Human Interest

$125
per month
What is Human Interest?

Human Interest headquartered in San Francisco offers their cloud-based 401k administation platform for employers featuring flexible plan design and a dedicated account manager.

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Product Details

What is Guideline?

Guideline offers aims to offer a simple, affordable way to save for retirement, by providing plans presented as low cost and highly automated. This helps companies to offer a valuable benefit, and it helps companies' people to invest in their financial future with confidence.



Guideline Features

401(k) Features

  • Supported: Administration and Recordkeeping
  • Supported: Payroll Integration
  • Supported: Compliance Maintenance
  • Supported: Plan Flexibility
  • Supported: Filings and Disclosures
  • Supported: Ease of Enrollment

Guideline Competitors

Guideline Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

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

Human Interest, Betterment, and ForUsAll are common alternatives for Guideline.

Reviewers rate Ease of Enrollment highest, with a score of 7.2.

The most common users of Guideline are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(35)

Reviews

(1-1 of 1)

Jordan's Guideline Review

Rating: 10 out of 10
Incentivized
November 10, 2021
JW
Jordan Wilhelmi
Director Media Public Relations
Unbendable Media LLC (Public Relations & Communications, 1-10 employees)
Vetted Review
Verified User
Guideline
4 years of experience
View profile
Use Cases and Deployment Scope
We use Guideline for our company-wide 401k platform. I go on to my account every paycheck and I love the simple to read interface to see how my retirement savings are doing. It is also seamless to adjust risk and strategy at the click of a button. The quarterly reports are a great way to track progress of my portfolio and fine tune my long-term financial strategy.
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
Likelihood to Recommend
Guideline is the perfect 401k retirement platform for small businesses. The best thing about Guideline is its interface, as it is so easy to understand and use. I can't think of a scenario where Guideline would not be a great option for this use. The only thing I dislike about Guideline is that it is sometimes slow to process contributions from my paychecks, or at least confirm those contributions.
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
Alternatives Considered
The only other employer retirement planning system I've use is Voya. I felt much more in the dark about how my financial planning was working, and honestly didn't even know how much money I had deposited until I left for my new job. I also had no clue on what my risk level was and how that was impacting my retirement investment strategy. Guideline is by far superior.
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