Compare & decide
Bring this list to every PEO sales call. Including ours.
Good providers answer these directly. Evasive answers are data.
The questions
Are you IRS-certified (CPEO) and ESAC accredited?
Certification and accreditation signal financial and tax reliability. Ask for proof, not a logo.
Show me the fee breakdown.
Administration, benefits, comp, and taxes should be separable lines, not one bundled number.
Who exactly will we work with?
A named contact who knows your account, or a queue? Ask to meet them before signing.
What were your benefits renewals the last three years?
Year-one pricing is marketing. Renewal history is the truth.
What are your exit terms?
Notice period, what you take with you, and what a transition out costs.
Which of your clients look like us?
Your industry, your size, your states. Ask for references that match.
And one for any broker, including us
Ask how the broker gets paid. We answer that in plain language on our How We Work page, and any broker who will not answer it does not deserve the introduction.