Guideline

Guideline

35 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Guideline	Score8.6 out of 10	N/A	Guideline headquartered in San Mateo offers a cloud-based 401k management software for businesses priced on a per employee basis.	N/A

Pricing

Guideline

No answers on this topic

Pricing Offerings
Guideline
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No

No setup fee

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Community Pulse
Key User Insights
	Guideline
Considered Both Products	Guideline Verified User Chose Guideline Guideline is useful to keep track of employee retirement portfolios and keep the information visible instantly for the employees. It handles contributions towards the retirement account. Incentivized Helpful? Verified User Chose Guideline We went with Guideline as it was more affordable than alternatives. I believe this ended up being a terrible mistake. Invest in a stronger 401k partner. Human Interest was the other provider we were considering. I don't know if closing an account would have been as … Incentivized Helpful? Verified User Chose Guideline 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, … Incentivized Helpful? STEVEN SPERRY CEO (Chief Executive Officer) in Corporate at MINNOW TECHNOLOGIES (Computer Software, 11-50 employees) Chose Guideline Easier setup, more functionality, integration with Gusto Incentivized Helpful? Tom Nemcek Human Resources Director in Human Resources at Vivos Therapeutics, Inc. (Health, Wellness and Fitness, 51-200 employees) Chose Guideline 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 … Incentivized Helpful? Jordan Wilhelmi Director Media Public Relations in Professional Services at Unbendable Media LLC (Public Relations & Communications, 1-10 employees) Chose Guideline 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 … Incentivized Helpful? Connor Disbrow Senior Accountant in Finance and Accounting at PathAI (Medical Device, 51-200 employees) Chose Guideline Guideline has a great interface, but with a system like ADP you can have full integration that is more agile since it is all housed within one system! Incentivized Helpful? Ed Hart Chief Marketing Officer in Marketing at South Cypress (Retail, 11-50 employees) Chose Guideline We didn't find any viable competitive option for Gusto that had the trifecta of low fees, Gusto integration and that handled all the plan management. There were plenty of other companies like Sharebuilder, Fidelity or Vanguard (to name a few) that do have low cost 401(k) … Incentivized Helpful?
	Would buy again
	No answers on this topic
	Delivers good value for the price
	No answers on this topic
	Happy with the feature set
	No answers on this topic
	Lived up to sales and marketing promises
	No answers on this topic
	Implementation went as expected
No answers on this topic

Features

Guideline

Comparison of 401(k) features of Guideline
Feature	Guideline 6.3 3 Ratings
Payroll Integration	5.62 Ratings
Compliance Maintenance	6.02 Ratings
Plan Flexibility	7.52 Ratings
Filings and Disclosures	5.12 Ratings
Ease of Enrollment	7.53 Ratings

User Ratings
	Guideline
Likelihood to Recommend	6.5 (11 ratings)
Usability	10.0 (1 ratings)
Support Rating	1.0 (3 ratings)