Our MISSION
We provide high-touch service, trusted advice, and personal attention to every customer, so you can quickly and easily find the best PEO for your needs.
Confused About PEOs?
The best way to help our customers is to be an expert in our field. With decades spent working inside PEOs, we can offer customers 360° worth of insight.
Find the Right PEO
We believe in the power of responsiveness, high-touch communication, and acts of exceptional service. We firmly believe that transparency is always the best way to run a business. We work hard to earn your trust.
Save Time & Money
We value your time, which is why we’ve worked tirelessly to create a streamlined process designed to make a highly complex industry easier to understand.
Guidance & Advocacy
We don’t believe business should be purely transactional. We are dedicated to giving our customers value by not only saving them money, but by going above and beyond to help them feel 100% confident in their PEO decisions.
Our Technology
PEO Pro™
Our proprietary, purpose-built online platform designed to make the discovery and decision-making process easy and efficient.
Our Services
PEO Consulting
Whether you’re seeking guidance in choosing a PEO or would like to lower your costs with your existing provider, we have a platform to meet your needs.
PEO Discovery™
PEO Search & Evaluation
We can find the best PEO for you using our online platform.
- A proprietary, purpose-built online platform designed to make the discovery and decision-making process easy and efficient.
- A highly optimized process that helps clients save both time and money.
- Why submit multiple PEO applications when you can submit one and receive multiple options.
PEO Negotiator™
Lower Your PEO Fees
By renegotiating with your existing PEO
- Identify: We examine a few invoices to determine if there’s an opportunity for savings.
- Analyze: If potential savings are identified, we collect additional data to strengthen your negotiating position.
- Negotiate: We guide you through the renegotiation process to help maximize your savings.
- Save: Clients typically see 25%+ in cost savings and Onwards Advisors only bills if we save you money.
PEO Evaluation
Different Approaches
With Onward Advisors
We help you narrow down the best PEO options based on your specific needs
Input your RFP information into a single, centralized data collection portal
Submit your information online with our turnkey tracking and notification system
Get priority PEO service due to our deep relationships and broad client base
Get introduced to a preferred PEO point-of-contact directly through us for VIP treatment
Receive a robust and detailed analysis where we compare the top PEO matches for you line item by line item
Feel confident that you are receiving the best prices compared to market standards
Only speak to the PEOs that have been pre-screened by us to be a potential fit for your business
Use us as your coach and advisor with insider knowledge as you negotiate with PEOs
Access our insight and oversight as you implement your PEO of choice
Reach out to us post-PEO implementation for any questions or help
Go It Alone
Perform exhaustive and time-consuming research to deteremine which PEOs to RFP
Send your RFP information to each PEO individually using separate and multiple applications
Submit information to individual PEOs via paper and with no organized tracking system
Get a level of PEO service based on your company and account size
Get assigned a random point-of-contact by a PEO company
Receive individual quotes from multiple PEOs that are difficult to compare and contrast
Conduct time-intensive research to try to understand if you have received competitive pricing
Speak to multiple PEOs, many of which may not be a potential fit for your business
Negotiate with PEOs on your own
Depend solely on your PEO during the rollout and implementation
Rely on your PEO for 100% service delivery with no access to third-party advocacy or insight
What Our Clients Are Saying
Customer Testimonials
“When inevitable benefits integration glitches arose, Onward Advisors continued to offer guidance and to leverage their high-level contacts within our chosen PEO partner to ensure we were fully satisfied. That’s service worthy of unhesitating recommendation.”
Tim Minton
CEO
ZXG | Ruckus
“They answered so many questions and were patient throughout the process to ensure we understood all aspects of the contracts and benefit offerings. The team at Onward Advisors exceeded our expectations and I would highly recommend them.”
Molly Underwood
Controller
Brooklands Capital Strategies
The Bottom Line
Lower Your PEO Fees by 25% or More
PEOs are prepared to negotiate, provide transparency, and lower your costs – you just need to know how to ask. That’s where Onward Advisors can help. We know the right questions to ask PEOs, so you can save money. Schedule a free consultation to see if you can lower your fees by 25% or more.
Onward Advisors combines unique perspectives and expert insights from decades of working at top PEOs. We do this through a unique, case-by-case approach, providing leading-edge analysis from our online platform to give clients unparalleled clarity and personalized analysis on which PEO solution is best for them.