Stay in Excel
Five or fewer people on one rate. One plan. One data source. Changes wait until next year. Splits, clawbacks, and draws do not exist. A rep rarely asks where the number came from, and one person can answer from the file.
Decision
A workbook is the right system when one person can still reopen last period and explain every exception. It stops being enough when a change, a split, or a dispute has to be reconstructed from a file that was overwritten.
Five or fewer people on one rate. One plan. One data source. Changes wait until next year. Splits, clawbacks, and draws do not exist. A rep rarely asks where the number came from, and one person can answer from the file.
The sheet still closes. Then a plan edit lands mid-quarter, two people own one deal, or a refund arrives after payroll copied the total. The file can store the new number. It does not keep the rule that was true on the close date.
Choose a suite with an implementation team when you need plan types CompDay does not claim to run, or a finished security certification before any file is shared. CompDay is the wrong next step in those cases. Named vendor pages on this site record public figures and leave a blank where a page did not state one. They are not a ranked review.
Stay in the sheet when one person can still explain every exception. Move when the plan changes every year, two people need the same number, or payroll is waiting on a file one person has to recheck by hand. A later evaluation can use a redacted workbook. Do not send a full payroll export.
Updated November 2026.
Score the plan you actually run. The checker uses reps, plans, tiers, splits, clawbacks, mid-period changes, data sources, and disputes. Nothing is uploaded.
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