The Olson Group
- Company typePrivate
- Founded2003
- HeadquartersOmaha, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
The Olson Group firmographics
Firmographics- Name
- The Olson Group
- Legal name
- The Olson Group
- Website
- https://theolsongroup.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
The Olson Group industry classification
Industry- Product category
- Employee Benefits and HR Consulting
- NAICS
- Insurance Agencies and Brokerages (524210), Management, Scientific, and Technical Consulting Services (5416), Portfolio Management and Investment Advice (52394)
- SIC
- Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742), Investment Advice (6282)
- akta.pro primary industry
- Compensation, Benefits & Total Rewards Advisory (BPACAJAG)
- akta.pro secondary industries
- Benefits Administration & Enrollment Support (BPAAAIAB), Employee Benefits Brokerage & Consulting (FSAEADAC), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
Keywords
Where The Olson Group is headquartered
LocationHeadquarters
- HQ city
- Omaha
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Olson Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- HR Consulting Services: Professional consulting services providing dedicated in-house HR consultants, employee handbook development, compliance services, HR policy and procedures, and performance management support to employers.
- Employee Benefits Administration: Facilitation and administration of employee benefits including health insurance, dental & vision, life insurance, disability & critical illness, FSA, HSA, HRA accounts, and related compliance services.
- Retirement Services: 401(k) and IRA administration, financial wellness programs, 529 college savings, Safe Harbor Plans, and deferred compensation plans offered through registered representatives.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Consulting Services - Custom Quote Required |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
The Olson Group product offering
Product offeringCore offering
The Olson Group is an employee benefits and HR consulting firm that provides employers with three integrated service lines: Employee Benefits administration (health, dental, vision, life, disability, and FSA/HSA/HRA accounts), HR Consulting (dedicated in-house consultants, employee handbooks, compliance services, policy and procedures, performance management), and Retirement Services (Simple 401(k) and IRA accounts, financial wellness, 529 college savings, Safe Harbor Plans, and deferred compensation). Services are delivered by in-house consultants and licensed registered representatives affiliated with Cambridge Investment Research, with benefits account management supported by the Employee Navigator (TOGCC) platform.
Product overview
The Olson Group is a human resources consulting firm offering a unified suite of HR services focused on employee benefits, HR consulting, and retirement planning. The core offerings include Employee Benefits Services (health, dental, vision, life insurance, and FSA/HSA/HRA accounts), HR Consulting Services (compliance, policy development, performance management), and Retirement Services (401(k), financial wellness, deferred compensation). The company also provides educational content through its AdvoCAT Series and offers clients a compliance portal (TOGCC) for benefits administration. The firm operates as a division of Patriot Growth Insurance Services, LLC.
Differentiator
Problem solved
Functional benefit
Brands
- Patriot: The Olson Group operates under the Patriot brand as a division of Patriot Growth Insurance Services, LLC.
Products and services
- Employee Benefits Services Comprehensive employee benefits administration including health insurance, dental and vision insurance, life insurance, disability and critical illness coverage, and FSA/HSA/HRA accounts, delivered to employer clients.
- HR Consulting Services HR consulting services providing dedicated in-house consultants who assist employer clients with employee handbooks, compliance services, HR policy and procedures, and performance management.
- Retirement Services Retirement planning services including Simple 401(k) and IRA accounts, financial wellness programs, 529 college savings plans, Safe Harbor Plans, and deferred compensation plans, delivered through registered representatives affiliated with Cambridge Investment Research.
- AdvoCAT Series
- TOGCC Client Portal
Companies that use The Olson Group
Customer profileSegments1 record
Ideal customer profiles1 record
The Olson Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Olson Group partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- Patriot Growth Insurance Services, LLCcoreThe Olson Group is a Division of Patriot Growth Insurance Services, LLC, a larger insurance services organization. This affiliation provides operational backing and potential cross-selling opportunities within the Patriot network.
- Cambridge Investment Research, Inc.coreRegistered representatives Andy Dalka, Clinton Jansen, and Julie Nelson are affiliated with Cambridge Investment Research Inc., a Broker/Dealer and RIA providing the securities/insurance platform for retirement and investment products offered to clients.
- Employee NavigatorcoreProvides the TOGCC (Technology for Optimizing Corporate Compliance) platform for benefits account management, enabling online enrollment and administration for client employees.
- RevelaminorSuccession planning expert Andrea Fredrickson from Revela partners with The Olson Group on the AdvoCAT Series webinar program, providing content on effective succession planning and organizational strategy.
- Better CultureminorBrett Hoogeveen and Shawn Woods from Better Culture partner on AdvoCAT Series webinars covering workplace culture, unconscious bias, and leadership principles.
- AMPTminorCraig Spilker from AMPT partnered on a webinar about engaging and connecting employees in a remote work environment, covering culture and burnout topics.
- Best Care EAPminorRobyn Burnett from Best Care EAP co-presented on mental health topics in the workplace as part of the Coffee and Compliance series.
- True Network of AdvisorsminorStrategic partnership with True Network of Advisors for co-branded webinars and content on HR, benefits, and workplace culture topics.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
The Olson Group competitors and assessment
Company assessmentDirect peers
- Alera Group: Alera Group is a middle-market insurance, benefits, and HR consulting firm with a similar model of providing integrated employee benefits, retirement, and HR advisory services to small and mid-sized employers.
- USI Insurance Services: USI is a national insurance brokerage and benefits consultancy providing property/casualty, employee benefits, and retirement services to mid-sized employers, making it a direct competitor in Olson's core benefits and HR consulting segments.
- Sequoia Consulting Group: Sequoia provides HR consulting, benefits administration, and retirement plan services to mid-sized employers — closely matching Olson's integrated service model and target customer segment.
- NFP (Aon): NFP is a mid-market insurance broker and benefits consultancy (now part of Aon) that competes directly with Olson in offering integrated benefits, retirement, and HR advisory services to employers.
- OneDigital: OneDigital is a leading mid-market employee benefits and HR consulting firm that combines benefits brokerage, retirement services, and HR consulting for employers — directly mirroring Olson's integrated three-pillar model at a larger scale.
Broad incumbents
- Lockton Companies: Lockton is one of the largest independent insurance brokerages in the world with a substantial employee benefits and retirement consulting practice, competing with Olson for mid-sized employer benefits business.
- Hub International: Hub International is a large North American insurance brokerage providing employee benefits, retirement, and HR consulting, competing with Olson across multiple employer segments.
- Arthur J. Gallagher & Co. Gallagher is a global insurance brokerage and risk management firm with a large employee benefits consulting practice, making it a broad incumbent competitor in the same space as Olson, though at much larger scale and broader service portfolio.
- Marsh McLennan (Mercer): Mercer is a global consulting leader in health, wealth, and career services offering employee benefits, retirement, and HR advisory — a broad incumbent competitor serving employers across all segments.
Emerging players
- Paylocity: Paylocity is an HR and payroll SaaS platform increasingly embedding benefits brokerage, compliance content, and HR advisory into its software — an emerging competitor that could disintermediate traditional benefits consultants like Olson over time.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
The Olson Group social profiles
Digital presenceThe Olson Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Olson Group leadership team
Management profileNumber of profiles
Profiles2 records
The Olson Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Olson Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Olson Group
What does The Olson Group do?
The Olson Group is an employee benefits and HR consulting firm that provides employers with three integrated service lines: Employee Benefits administration (health, dental, vision, life, disability, and FSA/HSA/HRA accounts), HR Consulting (dedicated in-house consultants, employee handbooks, compliance services, policy and procedures, performance management), and Retirement Services (Simple 401(k) and IRA accounts, financial wellness, 529 college savings, Safe Harbor Plans, and deferred compensation). Services are delivered by in-house consultants and licensed registered representatives affiliated with Cambridge Investment Research, with benefits account management supported by the Employee Navigator (TOGCC) platform.
Is The Olson Group a public or private company?
The Olson Group is a private company. It is classified as corporate owned and is currently operating.
When was The Olson Group founded?
The Olson Group was founded in 2003. It employs 11 to 50 people.
Where is The Olson Group based?
The Olson Group is headquartered in Omaha, United States, in the North America region.
How does The Olson Group make money?
Three revenue lines are on record. HR Consulting Services are the primary driver. The others are employee Benefits Administration and retirement Services.
Who are The Olson Group's main competitors?
Direct peers on record are Alera Group, USI Insurance Services, Sequoia Consulting Group, NFP (Aon) and OneDigital. Broad incumbents are Lockton Companies, Hub International, Arthur J. Gallagher & Co. and Marsh McLennan (Mercer). Paylocity is listed as an emerging player.
Does The Olson Group have an API?
No public API is recorded for The Olson Group.
What industry is The Olson Group in?
The Olson Group's product category is Employee Benefits and HR Consulting. Its primary akta.pro industry code is BPACAJAG, Compensation, Benefits & Total Rewards Advisory, with a secondary code of BPAAAIAB, Benefits Administration & Enrollment Support. Its NAICS code is 524210 and its SIC code is 6411.