Item: Guideline
Rating: 8
Author: Verified User

Overall Satisfaction with Guideline

Use Cases and Deployment Scope

The guideline is used for our 401k service for all our employees and all departments. It addresses the benefits package offered to employees as to their retirement. Some of the partners also use Guideline, making it a fairly comprehensive service. One problem every business faces is a retirement (if offered) program for their full-time employees.

Pros and Cons

Pros

Easy to use
Clear and concise information
Navigation

Cons

Could be more responsive to inquiries
Could provide more upfront information when starting the process

Most Important Features

Price
Ease of use
Platform navigation

Return on Investment

Price
Saves time
Attracts better employee prospects

Alternatives Considered

Gusto

We selected Guideline due to their relationship with Gusto, our payroll service. However, we did review alternative options for our 401k program and found them very competitive as to price and quality. We were thinking about going with one of the bigger companies like Schwab, E*TRADE, Ally, etc., but found Guideline to be the best choice for us based on price and ease of use.

Key Insights

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

Likelihood to Recommend

Guideline is well suited for a comprehensive 401k service to most any business, whether small (10 or fewer employees) or far larger businesses. They can help employees understand how to invest their money and provide options for them. An employee can allow the people at Guideline to invest their money based upon a simple algorithm of conservative/moderate/less moderate risk or the employee can invest as they choose. Guideline is probably not the best suited as far as the type of financial advice one might get from more established investments and financial groups.

Comments

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Guideline Can Guide Your Company in the Right Direction as to Employee Retirement