Operating profile
Owner-led • lean administration • one payroll relationshipFor owner-led and privately held employers
Add everyday care and calculate the payroll result before enrolling employees.
Review employee eligibility, Plan services, paycheck illustrations, employer savings, fees, and administration requirements.
Company requirements
Small privately owned at a glance
What is evaluated
Plan services, employee-level paycheck illustrations, and an employer savings estimate.Review standard
Company-specific evidence before any decisionStep 2 • Choose your role
See the questions assigned to your role.
Each role page lists required information, risks, review topics, and approval criteria.
01
Owner or chief executive
What do employees receive, what may the company save, and who handles setup and ongoing administration?
View role requirements02
Finance or payroll lead
Can we validate the assumptions, configure payroll correctly, and reconcile The Plan without creating downstream errors?
View role requirements03
Advisor, accountant, or counsel
Are the plan documents, tax mechanics, eligibility rules, and operating responsibilities supportable for this employer?
View role requirementsCompany review
Review three sets of requirements.
Check initial eligibility, required documentation, and the approval and implementation process.
Review 01Does the company meet the initial criteria?Company characteristics, reasons for review, and required participants.+
The review uses your W-2 employee population, payroll schedule, current coverage, and administrative capacity.
Market data provides context but does not predict a company's result.
Review 02What must the company document?Payroll calculations, plan terms, responsibilities, fees, and controls.+
Items to confirm
- 01
Confirm that the workforce and payroll structure are a practical fit
- 02
Show the employee experience in plain language before discussing mechanics
- 03
Make fees, responsibilities, support, and owner-level economics easy to verify
Documents and calculations
- 01
A company-specific payroll illustration with assumptions shown
- 02
A clear list of employee services, eligibility rules, and limitations
- 03
Named implementation and support owners so the company is not left to operate The Plan alone
Review 03Who approves and implements The Plan?Resolve open questions, record approvals, assign owners, and prepare payroll and enrollment.+
First review topics
- 01Workforce fit
- 02Owner-level economics
- 03Payroll readiness
- 04Employee communication
Review and implementation steps
- 01
Confirm basic fit
Owner + We Won HealthWorkforce, payroll, coverage, and timing screen
- 02
Model the company
Finance + payrollEmployer-specific economics with assumptions shown
- 03
Review the structure
Owner + professional advisorsDocuments, responsibilities, fees, and open questions
- 04
Prepare employees
Provider + employer leadPayroll mapping, communication, enrollment, and support plan
Request a company review