The engagement
Free to you. Paid only when you save. Armed with data nobody else has.
No retainers, no hourly fees, no invoice with our name on it, ever. Here is exactly how that works and why it works for you.
Week 1
The audit
You send one PEO invoice and a census. We benchmark every line: admin fee against the market band for your size and state, health premiums against filed data, workers' comp against your class codes. You get the Exposure Report: what you pay, what companies like you pay, and the size of the gap. This document is yours whatever you decide.
Weeks 2-4
The shop
If the gap is real, we take your book out. Route Finder matches you across thousands of data points per PEO: state coverage, carrier fit, industry appetite, service model, price. We run the bids in parallel, timed to your Summit Window, when your current PEO knows you can leave without friction. Bidders behave differently when they know you can see the board.
Weeks 4-6
The move, or the raise
Two good endings. You switch, on a Descent Plan that dodges termination fees and the mid-year tax trap. Or you stay, and our number becomes your negotiation. Clients have taken our audit straight into a renewal call and watched the increase shrink. We make nothing on that outcome. We publish it anyway, because next year you will remember who armed you.
The terms, in full
The PEO pays us. Here is why that still means we work for you.
When you place with a PEO through Crestone, that PEO pays us a share of its administration fee, monthly, for as long as you stay. You never write us a check. Your rate is the same with or without us: commission is built into the market's pricing whether anyone earns it or not. The question is whether the person earning it works for you or for the PEO's sales quota.
Our commission runs in a narrow band across PEOs. Steering you somewhere bad to earn slightly more would cost us you at the next renewal, plus everyone you talk to. Bad math.
Our matching engine scores fit and price. It does not see commission. That is a design choice we will show you in the meeting.
If we place you and your service degrades, we re-shop you. The recurring model means we only eat if you stay happy. That is the whole alignment, and it is stronger than any pledge.
Free. No obligation. We only get paid when you save.
What it costs you
The bill, itemized.
| The audit | $0 |
| The shop | $0 |
| The negotiation | $0 |
| The switch plan | $0 |
| Our fee to you, ever | $0 |
We are a brokerage. The market pays for brokers. You just get to point one at your side of the table for once.
Bring one invoice.
Twenty minutes later you will know your gap.
Free. No obligation. We only get paid when you save.