2 Brothers
1 Idea
Lots of data.

Read Their Story
As told in "Beyond Transparency"


BrightScope is a financial information and technology company that brings transparency to opaque markets. BrightScope data drives better decision-making for individual investors, corporate plan sponsors, asset managers, broker-dealers, and financial advisors.

Retirement Plans

BrightScope is the leading independent provider of retirement plan ratings and investment analytics to participants, plan sponsors, asset managers, and advisors in all 50 states.

Wealth Management

BrightScope built the first comprehensive and publicly available directory of financial advisors in the US. We help investors find a financial advisor and complete their due diligence.

Our History

Highlights from the past few years

The BrightScope Team

We started out a small team as most disruptive start-ups do, but have since grown to over 70 employees. The BrightScope team remains nimble, hungry and dedicated to bringing transparency to the financial services marketplace.

Hours Volunteered
Craft beer drinkers
Open source contributors
Brightscope newborns
Wellness champions
401(k) Plan participants

Our Wellness Program

A healthy team is a successful team, and at BrightScope we take our health seriously.

Each employee has the opportunity to particpate in our Wellness Program and earn points and health insurance premium discounts as incentives to stay healthy. Afterall, a healthy body means a healthy mind, which equals top-notch employees and great service!

Join Our Team

In the News

  • Oct 14, 2016
    J.P. Morgan, for example, includes an employee stock ownership plan (ESOP) component in its 401(k) plan, and company stock accounted for about 15% of the plan’s total assets as of the end of 2014, according to data from BrightScope. Similarly, PNC Financial Services had about 11% of its plan assets in company stock as of the end of 2014, according to BrightScope. Also as of that time, some examples of other companies with substantial plan assets in company stock included Charles Schwab (19%), Franklin Resources (7%), Zions Bancorporation Payshelter (28%), Aflac (27%), Progressive Corporation (27%) and Regions Financial Corporation (26%), according to BrightScope data. Further, some firms, such as Raymond James, have pure ESOP plans, in addition to their 401(k)s. That company had $234 million in company stock in its ESOP plan at the end of 2014, according to BrightScope. The firm’s separate 401(k) plan had about $720 million at that time.
  • Oct 20, 2016
    Plan sponsors have generally become more savvy, he notes. Leaving plan menus untouched for years is less common. Sponsors now issue requests for proposals to “benchmark” their plans to help ensure that the investments are competitive in performance and fees, even if they have no immediate plans to change the menus, he says. But the use of a recordkeeper’s proprietary funds varies with plan size. As of the end of 2013, more than 38% of assets in plans with $50 million to $500 million were held in proprietary funds, compared to 19.6% of assets in plans with more than $1 billion in total assets, according to a report by BrightScope and the ICI.
  • Oct 12, 2016
    Wells Fargo & Co.'s legal troubles are mounting following revelations of the bank's recent cross-selling scandal last month. A participant in the Wells Fargo 401(k) plan has sued the company over a “material drop” in its stock price following news of the scandal, characterized as a “criminal epidemic” that caused hundreds of millions of dollars in damages to the retirement plan, according to a court filing. Approximately 34% of assets in the company 401(k), a massive $36 billion plan with more than 360,000 participants, are invested in Wells Fargo common stock, according to BrightScope Inc., a 401(k) ratings provider.

Giving Back

Volunteering within our community is an important facet of our mission.

Feeding America San Diego is committed to solving hunger in our community and informing the public on the issues of food insecurity, nutrition, and poverty. We fight hunger locally by working hand-in-hand with partner agencies, local school districts, corporate partners and a network of volunteers to serve 56,000 children, families and seniors in need each week.

Join the Community

Sign up to receive featured articles from industry experts, product updates, and more from BrightScope.

Our research and data is used by