World Class Sales Intelligence for Top
Retirement Plan Advisors

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Identify Top Prospects
Screen plans for high fees, poor fund performance, and centers of inflluence. Develop campaigns in your CRM with fully exportable reports.
Win First Meetings
Engage plan sponsors by leveraging the visibility of BrightScope Ratings in the press and search engine results.
Close Business Faster
Create professional, prospect-friendly benchmarking reports before first meetings that highlight fee and investment analysis.

Data That Inspires Actionable Insights

Opportunity

Plan Assets

Location

Participants

Average Account Balances

Investments

Fund Family

Target Date Series

Fund Performance

Passive/Active Management

Plan Sponsor Contacts

Recordkeeper

Auditor

TPA

Advisor/Consultant

Fiduciary Pain Points

Plan Fees

BrightScope Ratings

Underperforming Funds

Proprietary Assets

Company Info: About Us; In the News; Careers; Contact; Blog

Explore: 401K Plan Ratings; Advisor Directory; Advisor Matching; Financial Insights

For Advisors: Advisor Pages; Spyglass

For Enterprise: Retail; RIA; Retirement

Social: Facebook; Twitter; LinkedIn

Legal: Do Not Sell My Personal Information; Privacy Policy; Terms of Use