Overall Satisfaction with Guideline
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 to expand our benefits as a small employer at the time, and Guideline matched well at the time for the number of employees that we had.
- Connection with payroll vendor
- Ease of use
- Allow small employees to enhance benefit package
- Great recruitment tool for new employees
- Connection with payroll vendor allowed for less manual work
Not listed, but I have used ADP Retirement services and we switched vendors to Empower. Both vendors have much more robust employee tools to calculate dollars needed at retirement and how percentage changes in the 401(k) allow for changes later in life at retirement. In addition, both services answer my emails, unlike Guideline which goes to a generic email box where more often than not, your email is simply ignored.
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 really only good if you are a small company looking to integrate it easily with your current payroll provider. It gives you the bare minimum 401k options, and I could see a growing company using them to start. However, other 401(k) vendors far out-class them between customer service, investment options, and employee financial options.