Unlocked report preview
What the gated report contains.
This page explains what the unlocked report contains without exposing the report itself. The full line-by-line report stays behind the 6-digit access gate.
Top line decision
The gated report leads with the answer first.
Once unlocked, the report shows whether the structure is worth review, then walks through the inputs, plan choice, employee setup, and renewal outlook.
ResultBehind gate
StatusShown after unlock
Next stepOwner choice
Step 1
Translate the outcome into plain English.
Step 2
Show the plan tiers inside the PEO structure.
Step 3
Compare the current path to the PEO path.
Owner income modelCurrent pathPEO path
Coverage cost treatmentShown after unlockShown after unlock
Tax and payroll impactCPA reviewCPA review
Net differenceBehind gate
Step 4
Explain the assumptions the CPA needs to check.
Decision point
The call is where we tailor the precise business case.
That is the same close the unlocked report uses after the numbers are in front of the owner.
What the report contains
The page is built for skimming first, CPA review second.
Decision summary
The report starts with the outcome: whether the PEO structure creates enough value to justify a discovery call.
Personal tax detail
Your current path sits next to the PEO path, with the difference called out instead of buried in a spreadsheet.
Plan tier toggle
The three plan tiers show how coverage choice changes the math, including premium and deductible tradeoffs.
Company cost model
For teams, the report adds payroll, compliance, admin fees, and employee coverage assumptions in one view.
Assumptions
Inputs, start month, state, income, current cost, and plan selection are listed so the result can be checked.
Final decision
The report ends by telling the owner whether a call is worth the time, not by forcing a sales path.
Common questions
What this sample does and does not prove.
Is this my report or an example?
An example, for one owner. Your report runs your own 2026 figures, so your numbers will differ. Nothing here is a quote.
Do I have to share my information to see a report?
No. The first result shows the high-level answer before contact. The full line-by-line report opens after a 6-digit text code.
Will my numbers look like the example?
No one should assume that. Your result depends on income, state, entity, current coverage cost, plan tier, dependents, and team size.
What does the full report add over the first result?
The full report adds the line-by-line personal model, plan tier detail, company model when relevant, assumptions, and review notes for your CPA.
See your number
The sample shows the format. Your own report decides the path.
Run your 2026 figures and see whether the report says move forward, review carefully, or stay where you are.
See your number