How We Work
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From choosing the right payroll, to setting up 401k and workers comp, we partner with you every step of the way.


The first step is to find out how your current benefits compare to companies like yours (size, industry, location, employee base). Our benefits consultants will perform a benchmark analysis, so you have the data you need to make a decision.

  • Health plan coverage
  • Health insurance rates
  • Contribution structure
  • Business goals
  • Employee base


We have experience moving clients off every major PEO—in as little as 8 weeks. Our consultants will develop an in-depth project plan and help you determine:

  • The best time to move
  • Who’s going to process payroll
  • Where to get workers comp insurance
  • How to track employee information
  • How benefits and retirement will work


Our vendor-agnostic consultants will help you evolve your administrative workflows, processes, and benefits program. Together, we’ll determine the tech stack that best meets your needs.

  • Payroll
  • BenAdmin
  • HRIS/onboarding
  • Applicant Tracking System
  • HSA/FSA/commuter


We’ve got your back on legal requirements, from the Affordable Care Act (ACA) to local ordinances.

  • IRS Form 5500 annual filing
  • IRS 1095 notices for Applicable Large Employers (ALE)
  • Summary Plan Documents / required legal notices (e.g. Medicare Part-D)
  • San Francisco Health Care Security Ordinance (SF HCSO)
  • Non-Discrimination Testing

Final cutover

We’ll make sure nothing falls through the cracks. And, going forward, both you and your people will have year-round access to benefits experts to answer your questions and navigate any claims/billing issues.

You’ll gain:

  • A better benefits experience for candidates and employees
  • A partner who serves as an extension of your HR team

We serve as an extension of your HR team

You’ll gain a team with an average of 5 years of industry expertise.

Benefits Consultant

  • Escalations
  • Renewals
  • Strategy
  • Carrier liaison


  • Onboarding
  • Enrollment Mgmt and QA
  • Systems Integration
  • Enrollment Materials

Account Manager

  • Employee Benefits Questions
  • Claims Disputes
  • Compliance

Employee Advocate

  • Payroll / EDI operations
  • Billing Reconciliation