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

Robert Malnati | TrustRadius Reviewer
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?


Are you happy with Guideline's feature set?


Did Guideline live up to sales and marketing promises?


Did implementation of Guideline go as expected?


Would you buy Guideline again?


Guideline is an excellent tool for SMBs who want to offer a complete and low costs 401k option without administrative complexity. We are especially pleased with the integration to Gusto our payroll service. Employees appreciate the options for split contributions between Roth and conventional 401k accounts. Admins like the ease of use, complete feature list and low price.

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

Timely and complete responses to all questions, with follow up to ensure satisfaction.
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
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

Well thought out and intuitive user experience for employees and administrators. Educational documentation has been a plus.
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using