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Provider comparison

Guidant vs Aprio: ROBS Provider Comparison

Direct answer: choose neither as a universal winner. Guidant gives readers public starting-price math and named audit, valuation, and SBA-related support. Aprio gives readers a detailed public service list for formation, rollover coordination, stock execution, tax advisory, and lifecycle support, but its ROBS pricing remains quote-only from the checked public page.

By Dennis Shirshikov · Published July 27, 2026 · Last reviewed July 31, 2026

Fast read

Guidant's public inputs produce $7,283 for year one and $10,859 for three years. Aprio's public ROBS page does not provide enough pricing to calculate comparable totals.

The service comparison below treats a missing public passage as a question for the written agreement, not as proof that a provider does or does not perform the task.

Direct answer: compare fit, not a single winner

Guidant may fit a buyer who wants public starting-price visibility, a provider that says it covers qualified attorney defense fees if the IRS audits the plan, and a provider that separately advertises SBA loan packaging. Aprio may fit a buyer who wants ROBS work connected to a broader tax and advisory firm and who values detailed public language around entity setup, rollover coordination, stock execution, annual administration, founder tax consultation, business valuation, and exit support; if Accelefund is also on the shortlist, compare the same issues in the Guidant vs Accelefund analysis.

The limit is pricing. Guidant publishes the inputs needed for a simple starting-price scenario. Aprio does not publish an exact ROBS setup fee, ongoing administration fee, first-year total, three-year total, cancellation charge, or refund term on the checked public page. That means no Aprio total is computed, and Guidant's public total should not be treated as cheaper or more expensive than Aprio without a written Aprio quote.

Which provider may fit which buyer

These scenarios are practical starting points for conversations with each provider. They are not recommendations to use ROBS, and they do not replace legal, tax, benefits, valuation, lending, or investment advice.

Guidant may fit when

  • You need public setup and recurring administration numbers before making calls.
  • You want to ask closely about lifetime audit protection and what qualified attorney defense-fee coverage includes.
  • You expect to combine ROBS with SBA financing and want one provider conversation that includes separate SBA packaging.
  • Annual valuation support, plan amendments, and ERISA-attorney access are high-priority contract points.

Aprio may fit when

  • You want a tax and advisory firm to discuss C-corporation formation, state registration, EIN obtainment, plan documents, rollover coordination, and stock execution together.
  • Founder tax consultation, compensation strategy, equity planning, financial modeling, valuation, and exit planning are part of the same decision.
  • You are comfortable obtaining a full written quote before comparing price.
  • You want to clarify whether broader Aprio valuation and advisory services are bundled into ROBS administration or separately scoped.

Public pricing and the exact Guidant arithmetic

Guidant publishes 401(k) Business Financing starting at $5,495 and 401(k) Plan Administration starting at $149 per month. The public arithmetic is $5,495 + ($149 × 12) = $7,283 for the first year and $5,495 + ($149 × 36) = $10,859 for three years. Those totals use only published starting-price inputs and exclude services that require separate pricing or contract review. [3][4]

Aprio's checked ROBS page describes service scope, but no exact public setup, ongoing, first-year, or three-year price appears there. No Aprio total is computed. Treat Aprio as quote-only until the written proposal states setup fees, recurring administration fees, participant or employee charges, valuation costs, correction costs, pass-through expenses, termination fees, cancellation rights, refund terms, and what services are excluded. [5]

Guidant public starting-price scenario

Guidant

401(k) Business Financing plus starting administration [3][4]

Setup
$5,495
Annual administration
$1,788
First year
$7,283
Three years
$10,859

$5,495 + ($149 × 12) = $7,283; $5,495 + ($149 × 36) = $10,859

Starting prices only. SBA Loan Packaging, payroll, tax, bookkeeping, state fees, bonds, custodian or brokerage costs, corrections, termination work, and contract-specific items are excluded unless quoted in writing.

Aprio public pricing scenario

Aprio

ROBS services [5]

Setup
Unknown
Annual administration
Unknown
First year
Not calculated
Three years
Not calculated

Not calculated because no exact Aprio setup or recurring ROBS price was found on the checked provider-controlled page

Unknown. Aprio's checked ROBS page publishes service scope but no exact public setup price, ongoing administration price, first-year total, three-year total, cancellation charge, or refund term. No Aprio total is computed.

Service comparison by practical decision area

The cards below use the same decision areas for both providers. A named service means the checked public source uses direct language for that task. Related support means the public source points to adjacent help but does not prove the exact ROBS task, scope, or price. Ask in writing means no checked public passage named the task.

Setup and implementation

Guidant

Named service
  • starting at $5495[3]

Aprio

Named service
  • C-Corporation formation and ROBS program setup[5]
  • plan document drafting, plan adoption, IRS compliance documentation, and Qualified Employer Stock (QES) framework implementation[5]

Guidant publishes a setup starting price; Aprio describes setup duties but not ROBS pricing.

Corporation and plan formation

Guidant

Ask in writing

No checked public passage names this task.

Aprio

Named service
  • C-Corporation formation and ROBS program setup[5]
  • plan document drafting, plan adoption[5]

Aprio itemizes corporation and plan setup. Guidant's checked pages do not itemize both steps.

EINs

Guidant

Ask in writing

No checked public passage names this task.

Aprio

Named service
  • EIN obtainment[5]

Aprio names EIN obtainment. Guidant's checked pages do not.

Bank, brokerage, custodian, and trustee

Guidant

Related support
  • coordinated banking[4]

Aprio

Ask in writing

No checked public passage names this task.

Guidant names banking coordination. Aprio's checked ROBS page does not name bank, brokerage, custodian, or trustee tasks.

Rollover or transfer

Guidant

Ask in writing

No checked public passage names this task.

Aprio

Named service
  • rollover coordination[5]
  • retirement fund rollover process[5]

Aprio names rollover coordination. Guidant's checked pages do not spell out rollover or transfer work.

Stock subscription or stock purchase

Guidant

Ask in writing

No checked public passage names this task.

Aprio

Named service
  • stock purchase execution[5]
  • Qualified Employer Stock (QES) framework implementation[5]

Aprio names stock purchase execution. Guidant's checked pages do not name stock documents.

Ongoing administration and compliance support

Guidant

Named service
  • 401(k) Plan Administration starting at $149 per month[3]
  • Compliance Review[3]

Aprio

Named service
  • annual administration, and ongoing compliance monitoring[5]

Both describe ongoing support. Exact annual tasks and exclusions still need the contract.

Participant additions or partner retirement funds

Guidant

Ask in writing

No checked public passage names this task.

Aprio

Ask in writing

No checked public passage names this task.

Neither checked page names participant-addition or partner-retirement-fund pricing.

Employee eligibility, contributions, and vesting

Guidant

Ask in writing

No checked public passage names this task.

Aprio

Ask in writing

No checked public passage names this task.

Administration wording does not prove employee census, eligibility, contribution, vesting, payroll, or enrollment tasks.

Testing and filings

Guidant

Ask in writing

No checked public passage names this task.

Aprio

Ask in writing

No checked public passage names this task.

Compliance support is not treated as exact annual testing, Form 5500, Form 1099-R, Form 945, or signer support.

Participant notices

Guidant

Ask in writing

No checked public passage names this task.

Aprio

Ask in writing

No checked public passage names this task.

Neither checked source names participant notices.

Valuation and annual fair market value support

Guidant

Named service
  • we have an in-house team of expert valuation analysts[3]

Aprio

Related support
  • business valuation[5]
  • business valuations[6]

Guidant states annual valuation analyst support. Aprio mentions business valuation within broader ROBS and valuation-service pages, but included annual ROBS valuation duty and pricing remain unknown.

Audit guarantee or audit assistance

Guidant

Named service
  • covers qualified attorney defense fees if the IRS ever audits your plan[3]

Aprio

Ask in writing

No checked public passage names this task.

Guidant states qualified attorney defense-fee coverage. Aprio audit assistance is unknown from the checked ROBS sources.

Amendments and restatements

Guidant

Named service
  • Plan amendments[3]

Aprio

Ask in writing

No checked public passage names this task.

Guidant names plan amendments. Aprio's checked pages do not name amendments or restatements.

Financing coordination and SBA

Guidant

Related support
  • SBA Loan Packaging[3]
  • $ 2500 one-time setup fee[3]
  • Down Payment for Other Financing[4]

Aprio

Ask in writing

No checked public passage names this task.

Guidant names separate SBA support. Aprio's checked ROBS page does not prove an SBA packaging service.

Corrections

Guidant

Ask in writing

No checked public passage names this task.

Aprio

Ask in writing

No checked public passage names this task.

Audit, monitoring, compliance, tax, and advisory wording does not prove VCP, DFVCP, prohibited-transaction correction, or who signs correction filings.

Sale, exit, or plan termination

Guidant

Ask in writing

No checked public passage names this task.

Aprio

Related support
  • eventual M&A and exit support[5]

Aprio states lifecycle exit support. Plan termination, stock redemption, final filings, and fees remain contract questions.

Cancellation and refunds

Guidant

Ask in writing

No checked public passage names this task.

Aprio

Ask in writing

No checked public passage names this task.

Guidant's satisfaction wording does not prove cancellation mechanics. Aprio's checked page states no cancellation or refund terms.

Data ownership and exports

Guidant

Ask in writing

No checked public passage names this task.

Aprio

Ask in writing

No checked public passage names this task.

Neither checked source states record ownership, export format, participant data handoff, transition files, cybersecurity contract terms, or termination data rights.

Contract exclusions and pass-through costs

Guidant

Ask in writing

No checked public passage names this task.

Aprio

Ask in writing

No checked public passage names this task.

Starting prices and broad service pages do not prove complete contract economics. Taxes, legal opinions, investment advice, state costs, fidelity bonds, custodians, corrections, and exit work need written terms.

Fiduciary and professional scope

Guidant

Related support
  • ERISA attorney access[3]

Aprio

Related support
  • legally structured under ERISA and the Internal Revenue Code[5]

Professional access and ERISA/IRC structuring language do not transfer sponsor or fiduciary responsibility unless a written agreement expressly appoints a fiduciary for a task.

Contract questions to ask before choosing either provider

Public pages are not the contract. Before comparing a Guidant quote with an Aprio quote, ask both providers the same written questions so the scope and price are comparable.

Pricing and included work

  • What is the exact setup fee, monthly or annual administration fee, and total first-year cash cost?
  • Which services are included, which are optional, and which are pass-through costs from attorneys, custodians, brokers, states, bonding companies, or valuation providers?
  • Are employee additions, census collection, eligibility calculations, vesting, participant notices, Form 5500 support, Form 1099-R, Form 945, and annual testing included?
  • What costs apply if the plan needs corrections, amendments, restatements, termination, or a stock redemption?

Support boundaries

  • Who prepares each document, who signs it, and who is legally responsible for the decision?
  • Does any agreement appoint the provider as a fiduciary for a specific task, or does the owner retain that responsibility?
  • What records can be exported if you change providers, and in what format?
  • What cancellation, refund, data-retention, cybersecurity, and service-level terms apply?

Responsibility boundaries a provider comparison cannot erase

A ROBS arrangement moves retirement assets into a qualified retirement plan sponsored by a C corporation. The plan buys employer stock, and the business receives operating capital. The IRS describes ROBS as using retirement funds to buy stock of a new C corporation and warns that a favorable determination letter does not protect the sponsor from operational failures or discriminatory operation. [1]

The DOL's fee guidance is also relevant because provider choice is part of plan governance. Fiduciaries should evaluate whether services are necessary and reasonably priced, understand bundled and unbundled arrangements, monitor providers over time, and ask cybersecurity questions when participant data or plan records are handled by a service provider. [2]

Guidant's audit-protection language and Aprio's ERISA and Internal Revenue Code structuring language are useful provider facts. They do not, by themselves, transfer plan-sponsor responsibility, prove all annual administration tasks, or answer what happens during an IRS or DOL inquiry, plan correction, business failure, sale, or plan termination.

Frequently asked questions

These questions match the structured FAQ data on this page so readers and search engines receive the same answers.

Who is better, Guidant or Aprio?

There is no universal winner. Guidant is easier to compare on published price, audit-defense wording, valuation support, and SBA packaging. Aprio is easier to compare on named formation, EIN, rollover, stock-purchase, tax-advisory, and lifecycle advisory steps. The better fit depends on the written quote, included annual tasks, owner support needs, financing plan, and exit questions.

What does Guidant publicly cost for the scenario on this page?

Using only Guidant's public starting prices, setup is $5,495 and ongoing administration is $149 per month, or $1,788 per year. That produces $7,283 for the first year and $10,859 for three years before excluded services and pass-through costs.

Does Aprio publish ROBS pricing?

No exact Aprio ROBS setup price, ongoing administration price, first-year total, three-year total, cancellation charge, or refund term was found on the checked Aprio ROBS page. Aprio should be treated as quote-only until a prospective client receives written pricing.

Can Guidant's public total be compared directly with Aprio?

No. Guidant's arithmetic is a public starting-price scenario. Aprio's public pricing is unknown, so no Aprio total is computed and the two providers should not be treated as equivalent-scope totals without written quotes.

What should a ROBS owner remain responsible for?

A provider can help establish and administer the arrangement, but the plan sponsor and fiduciaries still need to understand plan operation, employee eligibility, filings, valuation support, participant data, service-provider monitoring, and what happens at sale or shutdown.

Sources used for this comparison

The provider facts on this page come from public official and provider-controlled pages reopened on July 31, 2026. Provider-controlled pages establish what each provider says publicly; they do not prove service quality, suitability, or that a service is included for a specific client without the written agreement.

  1. [1] IRS ROBS compliance project

    IRS page last reviewed or updated November 16, 2025; reopened July 31, 2026. It describes a ROBS as retirement funds rolled into a plan that buys stock of a new C corporation, notes that determination letters do not protect operational failures, and lists compliance-check questions about plan status, contributions, rollovers, participants, stock valuation, stock purchases, business information, Form 5500/5500-EZ, and Form 1120.

    Open source
  2. [2] DOL retirement plan fees

    DOL fiduciary-fee guidance reopened July 31, 2026. It says fiduciaries should ensure plan services are necessary and reasonable, evaluate complete services and compensation, understand bundled and unbundled arrangements, monitor providers over time, and ask about cybersecurity practices when a provider maintains plan records or participant data.

    Open source
  3. [3] Guidant pricing

    Guidant pricing page reopened July 31, 2026. It publishes 401(k) Business Financing starting at $5,495 and 401(k) Plan Administration starting at $149 per month. It states lifetime audit protection covers qualified attorney defense fees if the IRS audits the plan, mentions ERISA attorney access, a one-stop shop for ROBS, SBA, payroll, tax, bookkeeping and business valuations, compliance review, plan amendments, business valuation, lifelong support, and separate SBA Loan Packaging at a $2,500 one-time setup fee.

    Open source
  4. [4] Guidant 401(k) Business Financing

    Guidant ROBS page reopened July 31, 2026. It says ROBS funding can be accessed in as little as three weeks, repeats starting at $5,495, mentions coordinated banking, compliance assurance, lifetime audit protection, one-stop support for ROBS, SBA, payroll, tax, bookkeeping and business valuations, states at least $60,000 in a rollable retirement or pension account, and states Roth IRAs are not eligible for ROBS.

    Open source
  5. [5] Aprio ROBS services

    Aprio ROBS page reopened July 31, 2026. It says Aprio helps use existing 401(k) or IRA retirement savings to fund a new or existing business; describes C-corporation formation and ROBS setup, compliance documentation, rollover coordination, ongoing advisory support, C-corporation registration, state registration, EIN obtainment, entity setup, plan document drafting, plan adoption, IRS compliance documentation, QES framework implementation, direction-of-investment documentation, stock purchase execution, annual administration, ongoing compliance monitoring, founder tax consultation, compensation strategy, equity planning, financial-model advisory, business valuation, and eventual M&A and exit support. It does not publish exact ROBS prices on the checked page.

    Open source
  6. [6] Aprio valuation and investigations

    Aprio valuation page reopened July 31, 2026. It describes independent valuation services, data-driven results, business valuations, purchase price allocations, shareholder buyouts, appraisals, transaction opinions, disputes and investigations. This supports Aprio's broader valuation capability, not included ROBS administration pricing or an annual ROBS valuation duty.

    Open source