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PlanSource Claimed Company
PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits decisions. More than 5 million consumers use the PlanSource platform, which provides the best experience possible for benefits communications, shopping, enrollment, billing, compliance and ongoing administration. With an end-to-end benefits platform and suite of technology-enabled services, PlanSource helps people maximize the benefits of their benefits, so they can live happier, healthier lives. read more
PlanSource Company Culture
PlanSource Culture
This score is derived from employee ratings & reviewsChoice Employer
A+
4.9/5
PlanSource CEO
Top 5%Top 5% of Similar Size Companies on Comparably
Mike Morini
85 /100
See More
Diversity at PlanSource
Top 10%Top 10% of Similar Size Companies on Comparably
A
Diverse employees at PlanSource have rated Team, Manager, and Leadership as the highest categories they have scored
Women at PlanSource
Top 15%Top 15% of Similar Size Companies on Comparably
A-
Women at PlanSource have rated Team, Manager, and Leadership as the highest categories they have scored
PlanSource eNPS
Net Promoter Score tracks your employees' overall score to this question: "On a scale from 0-10, how likely are you to recommend working at your company to a friend?"Top 10%Top 10% of Similar Size Companies on Comparably
Recommend to a Friend?
50
PlanSource employees are 50% more likely to recommend PlanSource as a great place to work
| 62% | Promoters |
|---|---|
| 26% | Passives |
| 12% | Detractors |
PlanSource Company News
PlanSource Product Release Springs into Personalization to Further Innovate Benefits Engagement with New Product Enhancement
May 10th, 2023May 9th, 2023May 11th, 2023
https://plansource.com/resources/newsroom/press-releases/plansource-spring-product-release/
PlanSource Shares Momentum from 2022 and Emerges as Leading Benefits Engagement Platform with New Product, The Source!
February 22nd, 2023February 21st, 2023February 23rd, 2023
https://plansource.com/resources/newsroom/press-releases/2022-recap/
PlanSource Shares Momentum from 2022
PlanSource, a leading provider of benefits engagement technology, today shared a recap of 2022 and direction for 2023.
Working at PlanSource
Working at PlanSource is rated highly by 230 employees, across various culture dimensions. PlanSource employees are most satisfied about CEO Rating, Environment, and Executive Team categories, putting PlanSource’s culture in the Top 5% compared to similar sized companies on Comparably and in the Top 10% compared to other companies in Orlando, FL. See below in detail how working at PlanSource was rated by employees.
Overall Company Culture at PlanSource
A+
Overall Company Culture at PlanSource is rated A+
Last updated a month ago
Top
5%
PlanSource ranks in the Top 5% of other companies on Comparably with 501-1,000 Employees for Overall Company Culture Score
PlanSource Employee Reviews
Out of 1261 PlanSource employee reviews, 93% were positive. The remaining 7% were constructive reviews with the goal of helping PlanSource improve their work culture.
| Positive Reviews | 93% |
|---|---|
| Constructive Feedback | 7% |
Positive Reviews From PlanSource Employees
- What are some of the best things about your team?They are so nice and want to help.
- What is most positive about the culture and environment at your company?Everyone seems to love it here and that makes for a happy environment.
- What makes you most happy at work?Being busy and learning new things as I am a new EE.
Constructive Feedback From PlanSource Employees
- Why do you feel undervalued and what would make you feel better about your compensation?Same job title and responsibility at other companies have higher salary.
- Why do you feel undervalued and what would make you feel better about your compensation?I sometimes feel undervalued because my compensation doesn’t fully reflect the level of responsibility I carry, the impact of my contributions, or the market value for similar roles. Recognition is important, but fair and
- Why do you feel undervalued and what would make you feel better about your compensation?The pay is a little on the lower end of the job market. But it is semi-fine due to the flexibility offered
PlanSource Company Information
PlanSource Company Overview
PlanSource is a technology company that automates and simplifies every aspect of employee benefit programs, so employees and HR teams can make smarter, more confident benefits decisions. More than 5 million consumers use the PlanSource platform, which provides the best experience possible for benefits communications, shopping, enrollment, billing, compliance and ongoing administration. With an end-to-end benefits platform and suite of technology-enabled services, PlanSource helps people maximize the benefits of their benefits, so they can live happier, healthier lives.
PlanSource was founded in 2008 and its current CEO is Mike Morini. Since its inception 18 years ago, PlanSource has grown to 720 employees.
PlanSource Mission, Vision & Values
PlanSource Mission Statement
We are on a mission to make it easier for people to choose, use & manage benefits through engaging, AI-powered experiences.
PlanSource Vision Statement
To be the Partner of Choice for organizations of all sizes by optimizing how people choose, use and manage benefits through engaging, AI-powered experiences.
PlanSource Values
- Service
- Optimism
- Urgency
- Reliability
- Curiosity
- Efficiency
| Headquarter | 122 W Pine St Orlando, FL 32801 United States of America |
|---|---|
| Website | plansource.com/ |
| Founding Date | 2008 |
| Tel | 407-422-8448 |
| Company Status | Private |
| Jobs | plansource.com/company/careers/ |
| Social Sites |
PlanSource Employees
PlanSource has 720 employees. 230 employees at PlanSource have reviewed PlanSource across various culture dimensions, providing their opinions on items ranging from executive ratings to the pace at work. The latest review was a month ago.
Overall, the 230 PlanSource employees give their leadership a grade of A+, or Top 5% of similar size companies on Comparably. This includes specific ratings of their executive team, CEO, and manager.
Employees at PlanSource are pleased with their total compensation at PlanSource, which includes a combination of pay, stock and equity, and benefits.
Overall, employees at PlanSource are extremely happy with their team. 230 Participants grade the quality of their coworkers an A+. The majority believe the meetings at PlanSource are effective, and the majority look forward to interacting with their coworkers.
The majority of employees at PlanSource believe the environment at PlanSource is positive. Most Participants believe the pace of work at PlanSource is comfortably fast. About 61% of the employees at PlanSource work 8 hours or less, while 2% of them have an extremely long day - longer than twelve hours.
Overall, the employees at PlanSource are happy, based on their aggregated ratings of future outlook, customer perception, and their excitement going to work.
A Day in the Life
A Day in the Life
PlanSource employees generally work 8.9 hrs a day
Work Hours
A Day in the Life
Employees at PlanSource report the work pace is comfortably fast
Work Pace
A Day in the Life
97% of PlanSource employees look forward to interacting with their team every day
Coworkers
A Day in the Life
PlanSource employees most often take unlimited paid vacation and sick days each year
Perks & Benefits
A Day in the Life
92% of PlanSource employees report they are happy with their work life balance
Work Life Balance
A Day in the Life
PlanSource employees typically get valuable feedback on how to improve at work Every Week
Feedback
A Day in the Life
96% of PlanSource employees call their work environment positive
Environment
Joining PlanSource - Employee Onboarding
The prevailing opinion from Comparably users in Orlando, FL about their company is that it was very prepared on their first day. Orlando, FL employees concluded that their overall onboarding experience was positive. 75% said their direct manager was helpful with their acclimation during the first 90 days. First impressions are important, and how prepared a company is on your first day leaves a lasting impression.
PlanSource KPIs and OKRs
Employees’ understanding of PlanSource's KPIs and OKRs is essential for its success. Out of 207 PlanSource employees who’ve answered, “Are your company’s goals clear and are you invested in them?” 188 have said yes.
Are your company's goals clear, and are you invested in them?
Are the KPIs/OKRs for your department clear?
PlanSource CEO & Leadership
85 /100
PlanSource CEO Awards and Recognitions
PlanSource’s CEO Mike Morini started in this role in 2024. Mike’s approval rate is in the Top 5% of all CEOs of similar-sized companies on Comparably, and in the Top 5% compared to the CEOs of all other companies in Orlando, FL. With a high CEO score, Mike Morini has won the Best CEOs in 2025. PlanSource’s CEO is highly regarded especially by employees in the Legal department, employees in the Product department, and employees with Entry Level experience. However, employees in the Business Development department, employees in the HR department, and employees identified with Other ethnicities have a less favorable view of the CEO and believe there is room for improvement. Compared to PlanSource’s competitors, Mike Morini ranks right above Businessolver CEO Jon Shanahan. Under Morini’s leadership, PlanSource employee respondents are most happy about their Environment and the company’s Executive Team. Perks And Benefits and Gender are two areas, according to respondents, where PlanSource could stand to see real improvement.
PlanSource Leadership
The PlanSource Executive Team is rated an “A+” and led by CEO Mike Morini, Chief Marketing Officer Ana Perez, and Chief Growth Officer Greg Mercer
Mike Morini CEO / President
Mike is a 30-year software veteran experienced in growing and scaling enterprise software companies. With an extensive... read more
Ana Perez Chief Marketing Officer
Ana Perez serves as the Chief Marketing Officer of PlanSource.
Greg Mercer Chief Growth Officer
Greg Mercer serves as the Chief Growth Officer of PlanSource.
Jenny Zador Chief Compliance Officer
Jenny Zador serves as the Chief Compliance Officer of PlanSource.
Eddie Pinto SVP, Product
Eddie Pinto serves as the SVP, Product of PlanSource.
Mike Ehlers Chief Technology Officer
Mike Ehlers serves as the Chief Technology Officer of PlanSource.
Jen Morrow SVP, Strategy, Transformation & People
Jen Morrow serves as the SVP, Strategy, Transformation & People of PlanSource.
Todd Stockard Chief Financial Officer
Todd Stockard serves as the Chief Financial Officer of PlanSource.
PlanSource Salaries
How much does PlanSource pay?
How much do people at PlanSource get paid? See the latest salaries by department and job title. The average estimated annual salary, including base and bonus, at PlanSource is $109,526, or $52 per hour, while the estimated median salary is $106,828, or $51 per hour.
At PlanSource, the highest paid job is a General Counsel at $215,568 annually and the lowest is a CS Rep at $44,365 annually. Average PlanSource salaries by department include: HR at $112,528, Customer Support at $60,512, Sales at $147,207, and Admin at $54,568. Half of PlanSource salaries are above $106,828.
220 employees at PlanSource rank their Compensation in the Top 10% of similar sized companies in the US (based on 451 ratings) while 219 employees at PlanSource rank their Perks And Benefits in the Top 15% of similar sized companies in the US (based on 426 ratings).
Last updated a month ago.
| Summary | Salary Range | Percentile |
|---|---|---|
1st Percentile $65k | $65k | 1st Percentile |
17th Percentile $86k | $86k | 17th Percentile |
33rd Percentile $106k | $106k | 33rd Percentile |
50th Percentile $158k | $158k | 50th Percentile |
67th Percentile $195k | $195k | 67th Percentile |
83rd Percentile $258k | $258k | 83rd Percentile |
100th Percentile $262k | $262k | 100th Percentile |
$109,526*
Average Compensation
$106,828*
Median Compensation
* Estimated salaries Estimated salaries are based on data provided anonymously by employees and/or estimated by other statistical methods.
PlanSource Salaries by Department
Diversity & Inclusion at PlanSource
Diverse employees at PlanSource score the company 84/100 across various culture categories, placing PlanSource in the Top 10% of companies on Comparably with 501-1,000 Employees for Comparably's diversity score. The Diversity score provides insights into how diverse employees feel and rate their work experience at PlanSource across various culture dimensions.
PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well. ,,We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.
Ranked Culture the Highest
Ranked Culture the Lowest
PlanSource Perks & Benefits
Health & Wellness
- Dental Insurance
- Vision Insurance
- Health Insurance
- Life Insurance
- Gym Membership / Reimbursement
Paid Time Off
- PTO / Vacation Policy
- Paid Holidays
- Maternity / Paternity Leave
Financial Benefits
- 401K / Retirement Plan
- Performance Bonus
Office Perks
- Free Food
- Company Social Outings
- Legal Assistance
- Work From Home Policy
PlanSource PTO
PlanSource's PTO and Vacation policy typically gives unlimited days off a year.
Other than healthcare, which of the following benefits is most important to you?
Does your boss expect you to work when you're on vacation?
What do you estimate the cash value of your benefits to be? Healthcare, PTO, etc?
Frequently Asked Questions regarding PlanSource
What is PlanSource address?
PlanSource location is at 122 W Pine St
Who is the CEO of PlanSource?
PlanSource CEO is Mike Morini, their score by employees is 85
What is PlanSource eNPS?
The eNPS for PlanSource is 50
What is the salary for Account Manager in PlanSource?
Account Manager average salary in the US is 89k
What are the salaries in the Sales in PlanSource?
The average salaries for Sales in PlanSource is 147k
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