15% recurring rev-share
Lifetime of the customer. Paid out via Stripe Connect Express. Reportable on a 1099 we generate for you each January.
For benefits brokers & consultants
The fiduciary tool your self-funded clients can't get from anyone else.
Strengthen retention, win renewals, and earn a recurring rev-share on every client you bring on. No portal scraping. No contract risk. No additional liability.
What you get
A category-defining tool, a paying channel, and a stickier book.
Read-only Fiduciary Package access
Get instant access to your client's signed Fiduciary Package PDFs. Bring them to renewal meetings. Show plan committees the diligence.
Co-branded onboarding link
Each broker gets a unique invite URL. New employer signups attribute back to you automatically. No tokens to forward, no codes to remember.
Stickier book of business
PlanLedger's ledger compounds. Cancelling means losing the historical record. Customers stay because the legal value grows every cycle.
How the program works
Four steps. The whole thing takes under an hour.
- 1
Apply (5 min)
Tell us about your book — number of self-funded clients, average plan size, primary PBM mix. Approval is fast.
- 2
Connect Stripe (3 min)
Stripe Connect Express onboarding. Standard payout cadence: weekly to your bank.
- 3
Invite clients
Drop your link in your renewal package, send it directly, or have us send it. Self-serve onboarding takes the client ~10 minutes.
- 4
Earn
When a client subscribes, you earn 15% of every monthly invoice for the lifetime of the relationship.
What we deliberately don't do
The lines we hold so your client relationships stay clean.
We never compete with you
PlanLedger has no consulting practice. No services arm. We don't sell a PBM, run RFPs, or place coverage.
We don't take a cut of recoveries
Flat $5 PEPM. Your client keeps 100% of dollars recovered. Our success metric is the ledger, not the outcome.
We don't market to your clients
If a broker brought us in, we never email that client without your explicit permission. You own the relationship.
Get started
Document the duty. Recover the dollars. Sleep through the next DOL audit.
Free for 30 days. One full Compliance Task on the house. No credit card. Your data is yours forever, even if you cancel.