Very complete and low costs 401K option for fast growing SMBs
November 10, 2021
Very complete and low costs 401K option for fast growing SMBs
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Guideline
Fantastic 401K option for SMB Guideline has been a great choice for our small but fast growing software company. Our employees are savvy and appreciate the range of low costs index/ETF funds as well as the super easy to use interface. Features like real-time calculation of contribution limits when assessing contribution changes and super simple allocation changes have been specifically mentioned by the team. As the administrator, I really appreciate the continuous safe harbor analysis, seamless integration with Gusto (payroll), low and predictable costs and support that answers emails and phone calls in a timely and complete manner.
- Low costs investment options
- Excellent customer support
- Easy to use integrations and user experience
- None to suggest
- Low costs investment options
- Very intuitive user portal with robust functionality and documentation on issues
- Allows us to attract top talent that want complete options for retirement saving
- Incredibly low administrative overhead
Do you think Guideline delivers good value for the price?
Yes
Are you happy with Guideline's feature set?
Yes
Did Guideline live up to sales and marketing promises?
Yes
Did implementation of Guideline go as expected?
Yes
Would you buy Guideline again?
Yes
Evaluating Guideline and Competitors
- Price
- Product Features
- Product Usability
We wanted a complete solution to help attract sophisticated and experienced employees but needed a solution with low administrative overhead.
Guideline Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
We did not at first, but they upgraded for additional features. The support was excellent at both levels of subscription.
Guideline walked us through all the ramifications of being top heavy in our plan and how to resolve the situation with the lowest costs to us.
Using Guideline
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |