FOR PRIVATE EQUITY

What’s each portfolio company’s PEO Alignment Score™?

Know how well each company’s current PEO aligns with its business, or whether a PEO would align if it doesn’t use one.

The PEO Alignment Score™ helps your team identify which companies are aligned and where attention is needed. Ten questions. About three minutes per company.

Developed from 16 years of advisory experience and more than 21,000 PEO Alignment Reviews.

10 questions About 3 minutes per company Individual company results

PEO Alignment Score dashboard on a laptop

Does the portfolio company currently use a PEO?

Already using a PEO Find out how well the company’s current PEO aligns with its business. Get Your PEO Alignment Score™ → → Not using a PEO Find out whether a PEO would align with the company’s business. Get Your PEO Alignment Score™ → →

WHY IT MATTERS

Know where to focus across your portfolio.

Every portfolio company has different needs. Before a renewal, a provider change, or a first PEO decision, understand where that company stands.

Review existing PEO relationships

Identify companies whose answers suggest gaps in cost visibility, provider fit, or ongoing oversight.

Explore PEO alignment

Understand whether a PEO would align with companies that don’t currently use one.

Direct your team’s attention

Use each company’s result and recommended next step to prioritize follow-up with its leadership team.

HOW IT WORKS

Three minutes per company. A clearer view across your portfolio.

Have a knowledgeable leader at each company complete the PEO Alignment Score™ and share the result with your team.

Step 1

Choose the company’s path

Select whether the company already uses a PEO. Each path has questions specific to its situation.

Step 2

Complete 10 questions

A company leader answers the questions, then enters their name, company, and work email to view the result.

Step 3

Review the individual results

Each company receives a score, an explanation, and a recommended next step. Ask leaders to share their results so you can prioritize attention across the portfolio.

WHAT YOU RECEIVE

Understand each company’s PEO alignment.

For companies already using a PEO, the PEO Alignment Score™ indicates how well the current provider aligns with the business.

For companies without a PEO, it indicates whether a PEO would align.

Review the individual results with company leaders to decide where further review or a conversation would be useful.

A score from 0 to 100 for each company
An explanation of what the result means
A recommended next step
A basis for discussion with company leadership

Get Your PEO Alignment Score™ →

Sample results for a company already using a PEO.

WHY DINSMORE STEELE

The experience behind your score.

Since 2010, Dinsmore Steele has completed more than 21,000 PEO Alignment Reviews and helped over 8,100 clients find the right solution.

We developed the PEO Alignment Score™ from that experience and data, with separate questions for companies already using a PEO and those considering one.

16 years

PEO advisory experience

21,000+

PEO Alignment Reviews

8,100+

Clients helped

COMMON QUESTIONS

PEO Alignment Score™ FAQs for private equity

What to know before using it across your portfolio.

Can we use the PEO Alignment Score™ for companies with and without a PEO?

Yes. Companies already using a PEO receive questions about alignment with their current provider. Companies without a PEO receive questions about whether a PEO would align with their business. Both receive a score from 0 to 100, an explanation, and a recommended next step.

Who should complete the questions?

Choose a leader who understands the company’s current PEO relationship or HR, payroll, and benefits operations. This may be a CFO, HR leader, or another company executive. Each company should complete its own PEO Alignment Score™.

How long does it take, and is there a charge?

It takes about three minutes per company to answer 10 questions. There is no charge. Respondents enter their name, company, and work email to view their results. A phone number is optional, and no appointment is required.

How should our private equity team use the results?

Ask each company leader to share their result. Use the individual results to identify current PEO relationships that need attention and companies where a PEO could align. A lower score does not automatically mean a company should switch providers or rule out a PEO. Dinsmore Steele can help your team interpret the results and determine next steps.