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Grow with a PEO
How working with a Professional Employer
Organization (PEO) drives small business growth
Competitive Advantage
Case Study: Finicity
Finicity began as a small, Utah-based start-up focused on a personal financial
management application (then called Mvelopes) with only a few employees, including
founders Nick Thomas and Steve Smith. As technology evolved, so did the company,
becoming one of the most recognized fintech companies associated with open
banking.
Finicity began working with Helpside in 2001 shortly after their company was founded.
During our 20-year partnership, Finicity grew to over 250 employees in more than 20
states. In 2021, the company was acquired by Mastercard, expanding the company into
a global organization with nearly 900 employees.
Small businesses using a
PEO grow 7% to 9%
faster than other small
businesses not using
PEOs.*
PEO clients were 16%
more likely to report an
increase in profitability
compared to those not
using a PEO.*
Expected annual median
revenue growth for PEO
clients is 40% greater than
comparable non-PEO
firms.*
16%
more likely
profitable
7-9%
faster
growth
40%
greater
revenue
* Data from napeo.org
The ROI of Helpside
The annual return on investment, or overall cost savings, from using a PEO is estimated
at 27.2%. Here are other benefits Helpside clients have experienced:
Decreased employee benefits costs and
increased employee benefits options
Helpside offers six different health plans,
four dental plans and three vision plans plus
additional supplemental benefits at a cost
that is typically 10-15% lower than other
comparable options. This allows you to
customize the perfect benefits package for
your employees.
Increased employee retention and
decreased costly employee turnover
Employee turnover for PEO clients is 10-14%
lower than comparable companies that do
not use a PEO.* Offering a wide variety of
benefits, giving employees access to their
payroll information online, and creating
increased efficiencies makes your company
a more desirable place to work.
Increased compliance in payroll,
benefits, HR, and employee safety
The regulations imposed on employers are
ever increasing. Helpside employs experts in
payroll, benefits, human resources, workers’
compensation, and employee safety to help
you simplify the complicated world of
employment and keep your company in
compliance, avoiding costly fines and
lawsuits.
Decreased employee administration
allows leaders to focus on growth
Removing the burden of payroll processing,
unemployment claims processing,
employee benefits administration, workers’
compensation administration, and much
more from a small business leader allows
you to focus on areas of the business that
impact the bottom-line and overall business
growth.
801.443.1090
helpside.com
With more than 30 years of experience helping small
businesses succeed, Helpside provides unique payroll,
employee administration, human resources, employee benefits,
employment law compliance, workers’ compensation, and
employee safety solutions.

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Grow with a PEO - Helpside

  • 1. Grow with a PEO How working with a Professional Employer Organization (PEO) drives small business growth Competitive Advantage Case Study: Finicity Finicity began as a small, Utah-based start-up focused on a personal financial management application (then called Mvelopes) with only a few employees, including founders Nick Thomas and Steve Smith. As technology evolved, so did the company, becoming one of the most recognized fintech companies associated with open banking. Finicity began working with Helpside in 2001 shortly after their company was founded. During our 20-year partnership, Finicity grew to over 250 employees in more than 20 states. In 2021, the company was acquired by Mastercard, expanding the company into a global organization with nearly 900 employees. Small businesses using a PEO grow 7% to 9% faster than other small businesses not using PEOs.* PEO clients were 16% more likely to report an increase in profitability compared to those not using a PEO.* Expected annual median revenue growth for PEO clients is 40% greater than comparable non-PEO firms.* 16% more likely profitable 7-9% faster growth 40% greater revenue
  • 2. * Data from napeo.org The ROI of Helpside The annual return on investment, or overall cost savings, from using a PEO is estimated at 27.2%. Here are other benefits Helpside clients have experienced: Decreased employee benefits costs and increased employee benefits options Helpside offers six different health plans, four dental plans and three vision plans plus additional supplemental benefits at a cost that is typically 10-15% lower than other comparable options. This allows you to customize the perfect benefits package for your employees. Increased employee retention and decreased costly employee turnover Employee turnover for PEO clients is 10-14% lower than comparable companies that do not use a PEO.* Offering a wide variety of benefits, giving employees access to their payroll information online, and creating increased efficiencies makes your company a more desirable place to work. Increased compliance in payroll, benefits, HR, and employee safety The regulations imposed on employers are ever increasing. Helpside employs experts in payroll, benefits, human resources, workers’ compensation, and employee safety to help you simplify the complicated world of employment and keep your company in compliance, avoiding costly fines and lawsuits. Decreased employee administration allows leaders to focus on growth Removing the burden of payroll processing, unemployment claims processing, employee benefits administration, workers’ compensation administration, and much more from a small business leader allows you to focus on areas of the business that impact the bottom-line and overall business growth. 801.443.1090 helpside.com With more than 30 years of experience helping small businesses succeed, Helpside provides unique payroll, employee administration, human resources, employee benefits, employment law compliance, workers’ compensation, and employee safety solutions.