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PEO Report - Financial Analysis

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Sample side-by-side, fully broken out cost comparison of an existing client with a major PEO versus other competitive offers. This is one page of a 36 page report that outlines the level of detail you can expect when working with Onward Advisors.

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PEO Report - Financial Analysis

  1. 1. PEO Analysis Cost Comparison (Employer Funding - 100% of the Medical Low Plan Single Rate) PEO Competitor 15% 8% 23% Savings Savings Savings Included in billing rate $15,935.40 $24,720.60 $16,454.40 Included in billing rate $8,324.27 $8,340.52 $8,613.89 Included Included Included Included Included Included $2,527.20 Included Included Included *see PEO Benefits & Fees *see PEO Benefits & Fees Included Included Included Included Included Included *see PEO Benefits & Fees Included Included Included Included Included Annual Business Cost Business Cost #1 Business Cost #2 Business Cost #3 Business Cost #4 Business Cost #5 Business Cost #6 Business Cost #7 Business Cost #8 Business Cost #9 Included in billing rate $54,000.00 $32,292.00 $51,744.00 $141,064.38 $78,259.67 $67,880.32 $76,812.29 $246,960.00 $250,448.15 $280,952.42 $212,816.80 $10,493.28 $16,926.00 $9,514.56 $13,151.28 Employee Paid *see Vision Comparison *see Vision Comparison *see Vision Comparison $2,304.00 $3,936.00 $2,284.80 $2,336.16 $5,022.72 *see Notes $11,207.88 $6,516.24 $3,060.48 *see Notes $5,702.40 $6,459.12 $1,592.12 $0.00 $0.00 $0.00 $269,432.60 $271,310.15 $309,662.06 $241,279.60 $410,496.98 $349,569.82 $377,542.38 $318,091.89 $60,927.16 $32,954.60 $92,405.09 Total PEO Cost Annual Benefits Cost Medical (Funding - 100% ER Paid for the Low Plan Single Rate) Dental (Aetna Plan) Vision (VSP Plan) Life and AD&D Insurance ($50,000 Basic Policy) Long Term Disability (60% up to $10,000/month-90 days) Short Term Disability (60% up to $2,500/week-13 weeks) Hidden Fee #1 Total Benefits Cost Combined Business & Benefits Cost 1st Year Investment / Savings One-time Implementation Fee $3,600.00 n/a $5,625.00 PEO #1 PEO #2 PEO #3 XYZ Corp PEO Analysis for XYZ Corp

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