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Provider comparison

Compare ROBS providers side by side

Use this local comparison to select 2 to 4 maintained ROBS provider records and inspect the same public fields side by side: source-check date, public pricing status, displayed setup and ongoing fees, source limits, provider source links, review links, and affiliate disclosure. The starting view (Guidant Financial, Benetrends Financial, FranFund) is a convenience default, not a recommendation.

A published price means the provider had a public page stating that fee when the record was checked. Quote-only, incomplete, or unavailable pricing means the public source did not support a complete comparable fee, so the table preserves the uncertainty and directs you to get current written terms.

Privacy and commercial boundaries

The tool runs in the browser and collects no name, email, phone number, retirement balance, franchise, or business details. Affiliate or partner-program availability is disclosed beside each selected provider and does not affect ordering, defaults, or page claims.

Interactive comparison

Choose 2 to 4 providers

Start with 2 to 4 provider records, compare the same fields for each, and reset to the original three-provider view at any time. The default set is a starting point, not a ranking or recommendation.

Selections stay in local browser state only. This page has no lead form, contact fields, cookies, saved shortlist, or URL tracking.

Provider records

3 providers selected. Minimum 2; maximum 4.

Guidant Financial

Source check

Provider source checked · Checked August 13, 2026

Pricing status

Published public pricing

Setup fee shown

From $5,495

Ongoing fee shown

From $149/month

What the source supports

The displayed fee fields come from public provider pricing copy; final contract scope, pass-through charges, and later fee changes still require written confirmation.

Confirm before hiring

  • Current written setup, administration, employee, valuation, audit-response, amendment, correction, and exit fees.
  • Which tasks are included, which are referrals or third-party services, and who provides legal, tax, fiduciary, and valuation advice.
  • How the provider handles eligible employees, Form 5500 filings, stock valuation records, sale or shutdown, and plan termination.

Review and affiliate status

Read provider review

Partner program (public affiliate or partner page located)

Benetrends Financial

Source check

Provider source checked · Checked August 13, 2026

Pricing status

Published public pricing

Setup fee shown

$4,995 Rainmaker; $9,995 Roth Advantage

Ongoing fee shown

$155/month Rainmaker; $195/month Roth Advantage

What the source supports

The displayed fee fields come from public provider pricing copy; final contract scope, pass-through charges, and later fee changes still require written confirmation.

Confirm before hiring

  • Current written setup, administration, employee, valuation, audit-response, amendment, correction, and exit fees.
  • Which tasks are included, which are referrals or third-party services, and who provides legal, tax, fiduciary, and valuation advice.
  • How the provider handles eligible employees, Form 5500 filings, stock valuation records, sale or shutdown, and plan termination.

Review and affiliate status

Read provider review

Partnership registration (public affiliate or partner page located)

FranFund

Source check

Provider source checked · Checked August 13, 2026

Pricing status

Published public pricing

Setup fee shown

$4,995

Ongoing fee shown

$165/month

What the source supports

The displayed fee fields come from public provider pricing copy; final contract scope, pass-through charges, and later fee changes still require written confirmation.

Confirm before hiring

  • Current written setup, administration, employee, valuation, audit-response, amendment, correction, and exit fees.
  • Which tasks are included, which are referrals or third-party services, and who provides legal, tax, fiduciary, and valuation advice.
  • How the provider handles eligible employees, Form 5500 filings, stock valuation records, sale or shutdown, and plan termination.

Review and affiliate status

Read provider review

Become a partner (public affiliate or partner page located)

What can be compared

Use the table for source dates, public fee status, displayed setup and ongoing fees, source links, review links, and affiliate status. Do not treat it as a ranking or full contract comparison.

Why records differ

Some providers publish exact fees; others require a quote or did not have a usable public source. Published pricing means a public page stated the fee, not that the fee is still available for your facts.

What cannot be inferred

The table does not prove quality, compliance, fit, price completeness, contract terms, or suitability for your rollover source, employee count, franchise timeline, SBA package, sale plan, or risk tolerance.

How to read the comparison

The table is intentionally non-ranking. It helps you notice differences that affect provider due diligence: whether pricing is public or quote-only, whether a usable official source was available, what date the source was checked, and where to reopen the provider pages before relying on the record.

Source-check dates establish when the listed public source was last reviewed for this record. They do not prove that a provider will offer the same price today, include every needed service, accept your rollover source, handle your employee population, or support a later sale, shutdown, correction, audit, or plan termination.

Before hiring any provider, request the current written scope and fee schedule. Confirm setup tasks, recurring administration, employee eligibility work, Form 5500 support, valuation support, audit-response help, legal or tax access, pass-through fees, refund terms, cancellation terms, and any referral or affiliate economics.

Continue provider research

Use a small set of adjacent routes when you need broader context instead of a larger comparison link list.

Provider directory

Review all 14 maintained provider records.

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Provider fees guide

Understand setup, recurring, pass-through, and contract fee questions.

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Provider matching questionnaire

Use a local, non-lead-capture shortlist tool for situation inputs.

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Review methodology

Read how provider records are sourced and constrained.

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