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2 |  | JOB OFFER EVALUATION TEMPLATE | ||||
3 | To use this document, click on "File" then "Make a Copy" | |||||
4 | As you're in the market for a new job, make sure to compare the full package of any offer (not just salary and bonus!) | |||||
5 | Each job has its hidden benefits (and costs!) so by outlining them you can make sure which job is truly best for you. | |||||
6 | Make sure to ask your potential employer about any of the items below as you are interviewing. | |||||
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8 | Example: | Offer 1 | Offer 2 | Offer 3 | ||
9 | Company | Company A | ||||
10 | Role | Analyst | ||||
11 | Office Location | Boston | x | |||
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13 | FINANCIALS TERMS: | |||||
14 | Compensation Package | Base Salary | $115,000 | |||
15 | Signing Bonus | $0 | ||||
16 | Target or Annual Bonus | 10% | ||||
17 | ^ Year 1 Amount | $11,500 | $0 | $0 | $0 | |
18 | 401(k) Match | 4% | ||||
19 | ^ Vest Period | 1 Year | ||||
20 | ^ Year 1 Vest | 100% | ||||
21 | ^ Year 1 Amount | $4,600 | $0 | $0 | $0 | |
22 | RSUs / Options | 1,200 units | ||||
23 | ^ Vest Period | 20% year 1, 5%/Q | ||||
24 | ^ Current Value | $87,600 | ||||
25 | ^ Year 1 Vest | 20% | ||||
26 | ^ Year 1 Amount | $17,520 | $0 | $0 | $0 | |
27 | HSA Contributions / Match | $600 | ||||
28 | Other Compensation | $0 | ||||
29 | Total Year 1 Compensation | $149,220 | $0 | $0 | $0 | |
30 | Healthcare Costs | Medical/year | $1,852.33 | |||
31 | Dental/year | $266.40 | ||||
32 | Vision/year | $15.00 | ||||
33 | Total Year 1 Benefits Cost | $2,134 | $0 | $0 | $0 | |
34 | Compensation less cost of benefits | $147,086 | $0 | $0 | $0 | |
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36 | BENEFITS OVERVIEW: | |||||
37 | Core Benefits: | 401(k) | Company Match up to 4% per annum - Roth, Traditional & After-tax contributions available | |||
38 | 401(k) provider | Fidelity | ||||
39 | Low-cost index funds offered | Yes | ||||
40 | Stock, Equity, Bonus | RSUs granted every quarter | ||||
41 | Health Insurance | United Healthcare, Delta Dental | ||||
42 | Other Insurance | Life, Disability | ||||
43 | HSA | Yes; $100 matched a quarter | ||||
44 | HSA provider | OptumBank | ||||
45 | Low-cost index funds offered | No | ||||
46 | Time off | 23 Days | ||||
47 | Work from home | Yes | ||||
48 | Wellness program | Up to $725 each year if you meet MyBluePrint program requirements | ||||
49 | Tuition reimburse | Yes; Limited; 1 year stay with the company | ||||
50 | Referral Bonuses | Yes; Up to 2 people per year, $2,000 each | ||||
51 | Cell phone coverage | Phone included Value ($850 - $1200 value) All service paid for ($75/month = $900/year) | ||||
52 | Public Transit Reimbursement | Covered fully pre-tax | ||||
53 | Gas or Mileage Reimbursement | 50% of total gas costs up to 2,000 miles a month | ||||
54 | Other | |||||
55 | Additional Perks: | Food | Breakfast provided every monday, free snack pantry | |||
56 | Commute Time | 40 minutes by bus | ||||
57 | Gym | Work has a limited gym but no shower | ||||
58 | Office Events | Weekly happy hour, vendor service in-office once a week, varies | ||||
59 | Equipment | Macbook provided and monitor | ||||
60 | Other | |||||
61 | Intangible Values: | Core Values | The company has a strong D&I as well as sustainability platfor, | |||
62 | Best part | I'd get to present to leadership once every two weeks | ||||
63 | Worst part | My boss will manage lots of people and I may get lost in the mix | ||||
64 | Hours | Traditional 9-5 hours, flexibility is allowed | ||||
65 | Meetings | At least 40% of my day | ||||
66 | Training | Access to LinkedIn Learning and on-site trainings once a month | ||||
67 | Team size | 7 people to a manager | ||||
68 | Other | |||||
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