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10 Thoughtful Questions to Ask When Considering a PEO

There are 487 PEOs in the U.S. according to NAPEO, the National Association of PEOs. When a business owner or leadership team embarks on a search for a PEO, these essential questions can help narrow their options.

  1. Are you accredited by the Employer Services Assurance Corporation (ESAC) and certified by the IRS as a CPEO? [Less than 3% of all PEOs in the country have earned both IRS and ESAC accreditation. ESAC is like the FDIC for banks; clients of ESAC-accredited PEOs each receive a bond to protect them for up to $16 million in payroll and employee benefits.]
  2. What services do you provide, and which services are outsourced to other providers? Can we pick and choose which services we want?
  3. What differentiates you from other PEOs?
  4. What is your average client size, and what is your experience with our industry, size, types of employees, and locations?
  5. Can you provide PEO services in all the states where we do business?
  6. Does your technology platform allow for integrated recruitment, hiring, background checks, and onboarding, standard and customized reporting, documentation storage, and performance evaluations, legally required training, and professional development?
  7. How much will it cost me for PEO services and how do you charge your fees?
  8. Will you assign a specific representative(s) to work with our company for any and all questions or do you have specialists for different services? Whom do we call if we have a question/issue?
  9. What is your commitment to customer service?
  10. Can you provide examples where you assisted companies with claims, or saved them money on legal fees because of compliance, training, discrimination, harassment, ADA, return-to-work, wage and hour misclassifications, policy violations, or employee complaints or issues?

Excerpted from: Why Partnering with a PEO is a Smart Growth Strategy for Small Businesses   by Alex Pisani, General Counsel, Engage PEO