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Guide

21 questions to ask a PEO before you sign

The questions that separate a good fit from a costly one.

Certification and stability

  • Are you on the IRS active CPEO list under the entity that will sign our contract?
  • Are you ESAC accredited?
  • Who owns the PEO, and has it been acquired recently?

Pricing

Benefits

  • Which medical, dental and vision plans are available in each of our states?
  • How much did premiums rise at your last renewal?
  • Can we keep our broker?

Service

  • Who is our day-to-day contact?
  • What is your response time?
  • What HR support is included beyond payroll?

Fit

  • What's your minimum headcount?
  • Do you serve our industry today?
  • Do you cover all of our states?
  • Which HR, time and accounting tools do you integrate with?

Exit

  • What notice is required to leave?
  • Are there termination fees?
  • How do you hand over payroll history and benefits data?
  • How do you handle a mid-year exit for tax wage bases?

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