PEO Advisor | Independent PEO Advisory

Independent PEO Advisory

Doing what’s best for your people, every time.

Most employers evaluating a PEO get one rep, one platform, and a pitch built for urgency. As your independent PEO advisor, we compare the entire market first, then bring in the rep who can deliver the best cost and fit.

Get My Free Cost Comparison
Low Time Commitment No Obligation Company-First Approach
The Problem

How PEOs actually get sold

A rep calls, pitches one platform, and pushes a decision under a deadline — before you’ve seen what the rest of the market would charge for the same coverage. That’s not a market comparison. That’s a sales process wearing a market comparison’s clothes.

Typical
The Usual Way
One rep presents one platform
Pricing quoted without a market benchmark
Plan design built around what the rep sells
Negotiating directly with rep
Retail service team
Relational
The Relational Difference
Every major provider evaluated before any call
Pricing benchmarked against PEOs and relevant markets
Plan design built around your workforce
Negotiating based on block of business leverage
Premium service teams
The Relational Approach

We don’t sell you into it. We guide you through it.

The order matters. As your PEO advisor, we do the analysis before anyone tries to close you — not after.

STEP
01

Full market review

Before we bring in a single PEO rep, we review available markets — PEOs, ASOs, and level-funded alternatives — against your census, current spend, and benefit needs.

STEP
02

Identify the best fit

We rank providers on real cost and real fit. You see the comparison in writing, with the tradeoffs spelled out, before any sales conversation happens.

STEP
03

We bring in the right rep

Once there’s a clear winner, we introduce the rep who can deliver it — and we stay in the room through negotiation, implementation, and renewal.

Get Started

Request your PEO advisor market review

Tell us about your current setup. We’ll benchmark it against the market before we bring in any rep — and our advisors will walk you through the results ourselves.

  • Relevant market comparison, not one provider’s quote
  • Delivered in writing, with cost and fit broken out
  • No sales call until you’ve seen the analysis
  • We stay on as your advisor through implementation

    * indicates required field

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

    Received

    We’ve got it.

    We’ll review your current setup and follow up with next steps for your market review — before anyone tries to sell you anything.

    Questions

    Frequently asked

    Why not just call a PEO directly?+
    You can — and you’ll get a real quote. But it’ll cover only that provider’s platform, priced and built the way that works best for them. You won’t know if it’s competitive, or the right fit, unless you’ve seen the rest of the market first.
    Do you get paid by the carrier or PEO?+
    We earn standard brokerage commissions and disclose them as part of every recommendation — the same as most benefits advisors. What’s different is the order: we complete the market analysis before you choose any provider relationship, so we build the recommendation on fit and cost, not on which one pays best. (PEOs themselves are co-employment arrangements regulated at the state and federal level — see NAPEO’s overview for background.)
    How is this different from a regular broker?+
    Most brokers work with a shortlist of carriers they already have relationships with. Instead, we review the full market for every client, then manage the PEO relationship on your behalf through implementation and renewal.
    How long does the market review take?+
    We usually complete reviews within one to two weeks of receiving your census and current plan details, depending on complexity and how many providers are relevant to your workforce.
    Will I still deal with a PEO rep?+
    Yes — once we’ve identified the best fit, we bring in the rep who can deliver it, and we stay in the conversation through negotiation and implementation. We introduce you to them as your PEO advisor.

    Stop getting sold one-size-fits-all. Create consistency for your people.

    Your market review comes before any sales call — not after.

    Get My Free Cost Comparison