Three Steps to Clarity
Getting a clear, honest picture of your PEO doesn't have to be complicated. Our process is designed to be straightforward — no documents required to start, no obligation at the end.
Simple. Transparent. Independent.
Every PEO Audits engagement follows the same three-step process. We built it this way deliberately — so you always know where you are, what comes next, and what to expect at the end.
Submit Your Audit Request
Tell us about your company, your current PEO, and your biggest pain points using our simple online form. This gives us everything we need to begin scoping your audit — and you don't need to gather any documents to get started.
We Run the Full Audit
Our team contacts you within one business day to confirm details and outline exactly what we need from you. We then conduct a comprehensive review across all six audit areas and deliver a plain-language findings report.
Get Matched to a Better Fit
We walk you through your findings and give you our honest assessment. If your current PEO is actually the right fit, we'll tell you — and give you data to negotiate better terms. If it's not, we'll connect you with PEOs that are genuinely better aligned.
A Typical Audit Timeline
Every audit is different depending on the complexity of your PEO arrangement, the number of states where you have employees, and how quickly we can gather the necessary information. That said, most audits follow a predictable timeline.
We communicate clearly at every stage so you always know where things stand. No black boxes, no waiting in silence.
Once your audit is complete, there's no pressure or deadline on next steps. The findings are yours — use them however serves your business best.
How We're Compensated
A free audit might raise a reasonable question: what's the catch? There isn't one — but here's exactly how our business model works so you understand it completely.
We are compensated by PEOs when we facilitate a successful match between a business and a PEO that is genuinely right for them. Think of it like a buyer's agent in real estate — the seller pays the commission, but the agent's job is to find the right fit for the buyer.
This means we have no financial incentive to recommend a switch if your current PEO is actually serving you well. An honest "stay put" result still builds our reputation and leads to referrals — which is how we grow. A bad match would do the opposite.
If your current PEO is genuinely the right fit, we'll tell you that — and give you the data to negotiate better terms. That outcome is just as valuable to us as a successful match.
You pay nothing
The audit is completely free for qualifying companies with 10-150 employees. No hidden fees, no retainer, no surprises.
We earn only on successful matches
We are compensated by the PEO only when we connect you and the fit is right — not for the referral itself.
No relationship with your current PEO
We have no financial arrangement with your existing PEO and no incentive to keep you where you are.
Honest results build our business
Our reputation depends on getting the answer right — not on maximizing switches. Bad matches hurt us more than they hurt you.
Questions About the Process
Most audits are completed within 5-10 business days of receiving the necessary information. We give you a clear timeline upfront based on your specific situation and will keep you updated throughout.
Just the information in our request form. After you submit, we reach out to outline exactly what documents would be helpful and walk you through the process step by step. Nothing to gather before you start.
No. The entire audit process is confidential. We do not contact your current PEO at any point during the review, and your information is never shared with any third party without your explicit consent.
We will tell you exactly that, with data to support it. Many clients use their audit findings to renegotiate better terms with their current PEO. A well-documented "stay put" result is just as valuable as finding a better match.
Ready to Get Started?
The process takes about five minutes to initiate. Free for qualifying companies with 10-150 employees. No obligation at any step.