CarolinaPEO

Charlotte, North Carolina, United States

Connecting small businesses with the right PEO across 40 states

CarolinaPEO is not itself a PEO but functions as what the industry calls a PEO Brokerage, a referral source that matches clients and agents with the professional employer organization suited to their specific needs. Based in Charlotte, the firm serves clients in 40 states with client employees spread across all 50, working to relieve small businesses of the administrative load that comes with managing employees directly.

The work centers on identifying the right PEO relationship and then staying involved once it's in place. Founder and CEO Jef Fullagar leads that process alongside Senior PEO Consultant Jim Knudsen, Chief of Staff Johnny Gaither, Director of Client Engagement Julie Blum, and IT Director Michael Hough, with the group focused on finding a fit and managing it over time rather than handing off a single introduction and moving on.

Companies turn to a PEO to save money and time on the administrative side of employment, and CarolinaPEO points to average savings of 40 percent on health insurance and 30 percent on workers' compensation as part of the case for making the switch. The firm describes its approach as Southern Service Delivered Nationwide, reflecting a Charlotte home base paired with a client footprint that extends well beyond the Carolinas.

2
YEARS IN BUSINESS
1
SERVICES

Capabilities

Services

What these services involve

Back Office Services
Back Office Services for staffing and outsourcing buyers. Clear scope, measurable outcomes, and reliable delivery.

Agency details

Founded
2024 (2 years)

About this agency on Agency List

CarolinaPEO holds an Agency List Score of 67 out of 100.

That score is higher than 15% of the 36,919 agencies Agency List has assessed so far.

The Agency List Score measures how well an agency documents its work in public: named clients, quantified outcomes, and whether those outcomes are attributed to the agency rather than to the client.

It does not measure client satisfaction, price, or availability.

How the Agency List Score is measured

Assessment date

Agency List assessed CarolinaPEO in September 2026, reading 5 pages published on carolinapeo.com.

The score reflects what CarolinaPEO had published by that date; anything published since has not been read.

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