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Data Security & Compliance

PEO Cybersecurity & Data Protection Assessment

Evaluate how well your PEO protects employee data. Use this checklist to identify security gaps, get a risk score, and download an action plan you can share with leadership.

25-item security checkDownloadable action plan

How to Use This Assessment

This tool helps you evaluate your PEO's cybersecurity posture. Check the items your PEO currently meets, review the risk score, and use the generated questions to have an informed conversation with your PEO provider.

1

Review each security item and check those your PEO currently meets.

2

Review your Risk Assessment score and security gaps in the sidebar.

3

Download your assessment with specific questions to ask your PEO.

4

Book a consult if you need help evaluating PEO security responses.

Concerned About Your PEO's Data Security?

Schedule a free consultation with our PEO security experts. We'll review your assessment results and help you evaluate whether your PEO meets industry security standards.

When to ask for help

  • Your PEO can't provide security certifications
  • You handle sensitive employee data across multiple states
  • You're unsure if your PEO meets privacy law requirements
  • You're evaluating PEO alternatives and need a security benchmark

What This Assessment Covers

Data Encryption & Storage

  • Encryption standards for data at rest and in transit
  • Data center compliance and backup redundancy
  • Penetration testing and data masking practices

Access Controls & Auth

  • MFA enforcement and role-based access
  • Access revocation and admin audit logs
  • Password policies and least-privilege access

Incident Response & BC

  • Documented incident response and breach notification
  • Business continuity and disaster recovery testing
  • Cyber insurance and employee training

Vendor Security & Risk

  • Sub-processor security assessments
  • Data sharing agreements and access limits
  • Vendor access logging and monitoring

Compliance & Audits

  • SOC 2 Type II and third-party audit reports
  • State privacy law compliance (CCPA/CPRA)
  • ESAC accreditation and CPEO certification

PEO Data Security Checklist

Check all items that your PEO currently meets or can demonstrate

Data Encryption & Storage

Access Controls & Authentication

Incident Response & Business Continuity

Vendor Security & Third-Party Risk

Compliance Certifications & Audits

Risk Assessment

0 of 29 items completed0%
Encryption & Storage0/6
Access Controls0/6
Incident Response0/6
Vendor Security0/5
Compliance & Audits0/6

Preliminary Risk Assessment:

High Risk

Your PEO has significant data security gaps. Employee PII may be at risk. Immediate action is needed.

Security Resources:

Complete assessment for detailed recommendations and questions to ask your PEO

Need Help Evaluating PEO Security?

Get expert assistance assessing your PEO's data protection practices

  • PEO security posture evaluation
  • Data protection compliance review
  • Vendor security comparison and benchmarking

FAQs

Ready to Strengthen Your PEO's Data Protection?

Our PEO advisory experts can help you evaluate security responses, compare providers, and ensure your employee data is properly protected. We'll handle the technical review so you can make confident decisions.

What You'll Get:

  • PEO security posture evaluation
  • Data protection compliance review
  • Vendor security comparison and benchmarking
  • Ongoing security monitoring guidance