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PEO Comparison Checklist for Brokers
Use this comprehensive checklist to evaluate PEO providers. Compare master health plans, admin fees, bundled services, and total cost of engagement.
Master Health Plan Options
Number of master health plan options
Carrier relationships (BCBS, UHC, Aetna, Cigna, etc.)
Network availability in client locations
Plan design flexibility
HSA/HRA/FSA compatibility
Ancillary options (Dental, Vision, Life, STD/LTD)
Admin Fee Analysis
Fee structure (PEPM vs. % of payroll)
Monthly admin fee amount
Annual admin fee total
Setup/implementation fees
Termination fees
Fee guarantee period
Bundled Services Included
Payroll processing
Time and attendance
HR support and compliance
Workers' compensation
EPLI coverage
401(k) administration
Recruiting/onboarding tools
Employee self-service portal
Transition & Implementation
Implementation timeline
Data migration support
Open enrollment coordination
Employee communication materials
Training provided
Dedicated implementation manager
Compare PEOs with BART
Go beyond checklists. BART helps you model total PEO costs, compare master health plans, and generate client-ready comparison reports.