Our process · Free to you
HOW WE FIND YOUR PEO: TEN STEPS, ONE SET OF FORMS
Although the process of finding the right PEO might seem complicated, we are here for you and will guide you through every step of it.
You pay us nothing. The PEO you choose pays us, and PEOs don't add a fee to your price to cover it. If you choose none of the options, you still owe nothing.
500+ PEOs in the market (NAPEO)Sent to top matches for underwritingThe one you choose
- You provide
- A questionnaire and a census, plus current plan documents if you have them (step 2)
- Quote turnaround
- Typically 5 to 7 business days once your submission is complete (step 4)
- You receive
- A line-by-line cost analysis (step 6)
- Time to go live
- About 4 to 6 weeks for a smaller company, 6 to 8 for a mid-size one, up to 3 months for a larger one
- Switching PEOs
- About 2 months or more, depending on your size and complexity
THE TEN STEPS
The process from beginning to the end of finding you the perfect Professional Employer Organization includes the following steps:
Phase 1
Understand
Initial Discussion
We first have a conversation with you to understand your business and to determine if a PEO is a good fit for you. We figure out what is important to your business specifically and what your needs are so we can be most effective at finding the right solution for you.
Data Gathering
Once we have determined that partnering with a PEO is the right fit for you, we then need to collect your information.
The information needed for most companies is the following:
What we will need5 documents - RFP Questionnaire completed
- Census Spreadsheet Template completed
- Current Company Health Insurance Invoice
- Health Insurance Plan(s) Summary of Benefits
- Worker's Compensation DEC Page
Starting from scratch, with no health plan or workers' comp policy yet? You only need the RFP Questionnaire and the census.
Already on a PEO? Send the RFP Questionnaire, the census, your current PEO invoice, your health insurance invoice and the summary of benefits for each health plan. If your medical renewal is due in the next two or three months, send it too: PEOs require it.
Phase 2
Quotes
Data Sorting & Distribution
We process the information to make sure it is complete and convert the data into a format PEOs preferred when necessary. We then choose the PEOs that best match your demographics, industry type, geography and the priorities set in step 1, and send each the same complete package for underwriting. Nothing goes to any PEO until you give us permission, and if you would like to know which PEOs will receive your information, just ask.
Quote Collection
After the PEOs receive all your data, they underwrite and if everything makes sense to them and is complete, they send us a quote. We collect all PEOs quotes until the last PEO has finished with their underwriting. This process typically takes 5 to 7 business days.
Quote Review & Negotiation
Once we have the PEOs quotes for your company we review them to make sure they are adequate and often we go back to them and further negotiate on your behalf to make sure they are competitive.
Phase 3
Decide
Cost Analysis
We convert all quotes into a cost analysis proposal format so you can see your current costs cross-compared to the PEOs proposed quotes. Ask, and we'll also show you each PEO's medical renewal history for the last three years: our Preferred PEO Partners give it to us, and we can request it from any other PEO. We'll also put in writing, on request, each PEO's admin fee with and without our commission.
Cost analysisCross-compared Your current setupQuote AQuote BQuote C
Schematic — every analysis is built line by line from your actual quotes.
See a real one: a 75-employee company’s PEO switch, line by line →Proposal Presentation
Once your cost analysis is completed, we share this proposal with you and answer any questions you may have about the different PEO options.
Decision Making Guidance
We guide you to help you decide on which option makes the most sense for you. We rank the options by what your business needs: the strength of each PEO's HR support, its technology, its benefits and its price. Cost is the deciding factor for many of our clients, but not for all of them.
Sometimes the answer is not a PEO. If PEO pricing doesn't work for you, or you only want to change your health insurance, we'll tell you so, and we work with a larger benefits agency that can set up stand-alone employee benefits for you. In that case the insurance carrier pays us, or the agency shares its commission with us.
Phase 4
Onboard & after
PEO Introduction
After you have chosen the best PEO provider for your company, we set up direct communication between you and the PEO so that they can further answer your questions, provide you with a payroll demo, create a timeline needed for onboarding with them and go over a client service agreement. We are involved in this process to assist you and the PEO in making sure everything is smooth.
After You Sign
The PEO runs your payroll, benefits and HR from here, and we stay on the account. During implementation we keep in touch with you and the PEO, join implementation meetings where it helps, and check with the PEO that every part of the setup is on track. After your first payroll runs, we follow up to make sure there were no errors.
When your first renewal comes in, we review it with you and, depending on what you need, join the meetings with the PEO. And you can come to us at any point in the year if you need help.
Referred by your CPA or broker? They can be copied on your comparison and join the presentation if you both want, and they remain your advisor throughout.
ALREADY ON A PEO?
Send us your renewal and we’ll review it the same day, free, whether or not we placed you with your PEO. Many companies we review don’t switch, because the numbers don’t support it. When staying put is the right answer, we’ll say so.
The process is the same when you are renewing. For our Preferred PEO Partners we already know the three-year average medical renewal, the client retention rate and the notice a client must give to leave without penalty, and we can ask any other PEO for the same.
- Your current PEO invoice
- Your health insurance invoice
- Summary of benefits for each health plan
- Your medical renewal, if it is due in the next two or three months
HOW WE GET PAID
You pay us nothing. The PEO you choose pays us, and if you choose none of the options, you owe nothing.
What PEOs pay us varies from one to the next, so here is why it doesn’t decide what we recommend. PEOs pay us for as long as you stay with them, so our goal is a PEO that keeps you happy for as long as you are in business, not a bigger payout up front. We would rather never have to move you to another provider.
Our three promises
- No PEO can pay for a spot on your shortlist.
- Nothing goes to a PEO without your permission.
- Preferred status is free and earned only on how well a PEO serves clients. It doesn’t change what we are paid.
YouYour PEOThe Huldisch Group
- You pay us
- $0, whether or not you choose a PEO
- Who pays us
- Only the PEO you choose, with no fee added to your price for it
- How much
- A percentage of the PEO’s administrative fee, or a fixed amount per employee per month. It varies from PEO to PEO.
- Bonuses
- Some PEOs pay us volume bonuses. They never decide which PEOs a client sees.
Step 1 is a short call. Tell us about your company and how you handle payroll and benefits today, and we’ll tell you whether a PEO makes sense.
We are compensated by PEO providers and our service for you is free.