Know What to Ask Before You Sign With a PEO
Every PEO pitch sounds the same. The free PEO Evaluation Checklist gives you the questions that separate a genuine fit from an expensive mistake — across the seven areas that matter most.
What the checklist covers
- Rate protection. The renewal and rate-lock questions that keep a great first-year price from becoming a year-two surprise.
- Mid-year switching. How to avoid double-paying FICA and SUTA taxes if you move to a PEO mid-year.
- Credentials that mean something. The certifications fewer than 3% of PEOs hold — and why they're worth insisting on.
- Exit terms. What to check in the contract before you're locked in, including termination notice and cause clauses.
Plus implementation timelines, service standards, and the compliance support your team should expect.
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"Suzanna Martinez was thoughtful, detailed and organized. Her tenacious approach on our behalf resulted in significant cost savings with a smooth transition to a new PEO."
— Kip K, KW Beverage
Businesses that shop PEOs with independent guidance save real money — one client cut medical premiums 10.7% with an identical plan design.
From an independent PEO broker — not a PEO salesperson
This checklist comes from Suzanna Martinez, founder of PEO for the CEO. As an independent broker, she represents your business — not any PEO — and her guidance costs you nothing. These are the same questions she asks when comparing PEOs side-by-side for clients.