QP Consulting
- Company typePrivate
- Founded2002
- HeadquartersTakoma Park, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
QP Consulting firmographics
Firmographics- Name
- QP Consulting
- Legal name
- QP Consulting
- Website
- https://qp-consulting.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
QP Consulting industry classification
Industry- Product category
- Retirement Plan Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro industry
- Employer Retirement Plan Advisory (401(k)/Pension)Fee-Only AdvisoryFinancial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial PlanningInstitutional Consultants & Fiduciary Management (Investment Consulting)Financial & Insurance/Asset & Wealth Management/Asset Management — Institutional (Pensions, Endowments, Sovereign)
Keywords
Where QP Consulting is headquartered
LocationHeadquarters
- HQ city
- Takoma Park
- HQ country
- United States
- HQ region
- North America
Markets served
QP Consulting business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Fee-Only Advisory Services: QP Consulting operates on a fee-only basis and accepts no compensation from third party vendors. Their fully disclosed revenue comes only from their clients. They offer retainer services for ongoing relationships with fees based on plan assets or fixed fees for larger clients, as well as project-based services with custom pricing.
- Retainer Services: Ongoing retainer business where clients are billed quarterly in arrears. For clients with over $10 million in assets, they charge a fixed fee. For clients with fewer than $10 million, fees are based on a percentage of plan assets or a fixed fee. Can be invoiced to plan sponsor or swept from plan assets.
- Project-Based Services: One-time engagements including request for proposal analysis and detailed fee benchmarking reports. Pricing depends on the size and scope of the request and is custom priced.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Large plan clients (>$10M assets) - Fixed fee model |
| Hybrid | Quarterly | Smaller plan clients (<$10M assets) - Percentage or fixed fee |
| Other | Pay-as-you-go | Project-based engagements |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
QP Consulting product offering
Product offeringCore offering
QP Consulting is a fee-only, SEC-registered investment advisory firm that delivers ERISA 3(21) fiduciary and ERISA 3(38) investment manager services to corporate retirement plan trustees and their employees. Its core work is performed as ongoing retainer engagements supplemented by project-based services such as request for proposal analysis and fee benchmarking reports.
Product overview
QP Consulting is a fee-only retirement plan advisory firm offering three core service tiers: Portfolio Services (institutional investing approach for individual portfolios), Retainer Services (ongoing ERISA fiduciary consulting with comprehensive plan management), and Project Based Services (one-time engagements for specific needs like fee benchmarking and RFP analysis). The Retainer Services model includes ERISA 3(21) or 3(38) fiduciary capabilities, quarterly reporting, investment monitoring, and participant education. A complementary Risk Assessment tool is offered through Riskalyze integration.
Differentiator
Problem solved
Functional benefit
Products and services
- Retainer Services
- Project Based Services
- Portfolio Services
- Risk Assessment
Quantifiable outcome
- 100% client retention on plans over the last 5 years (with only 3 plans ceasing operations)
Companies that use QP Consulting
Customer profileSegments3 records
Ideal customer profiles1 record
QP Consulting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
QP Consulting partnerships and signals
Strategic signalScale indicators4 records
Recent moves5 records
Expansion highlights4 records
QP Consulting competitors and assessment
Company assessmentDirect peers
- Strategic Retirement Partners: Independent retirement plan consulting firm serving mid-market plan sponsors with fee-based advisory services. Highly comparable in fee-only approach and small/mid plan market focus.
- CAPTRUST: One of the largest independent retirement plan advisory firms in the US, serving corporate plan sponsors with fee-only fiduciary services. Directly comparable business model to QP Consulting, though at significantly larger scale across multiple offices.
- Sentinel Benefits & Financial Group: Mid-market retirement plan advisory and benefits consulting firm offering fiduciary services to corporate plan sponsors. Comparable client segment and fiduciary advisory model, though broader in scope.
- Cammack Retirement Group: Independent retirement plan consulting firm focused on mid-market and corporate plan sponsors, providing fee-based investment advisory and fiduciary services. Closely comparable to QP Consulting's niche focus on small and mid-sized plans.
- AFS 401(k) Retirement Services: Independent 401(k) and retirement plan advisory firm focused on small and mid-market plans with fiduciary services. Directly comparable specialist positioning to QP Consulting's fee-only 3(21)/3(38) offering.
Broad incumbents
- Empower Retirement: Major retirement plan recordkeeper and advisory provider offering bundled fiduciary and investment services to corporate plans across all sizes. Operates at significantly larger scale with much broader service portfolio.
- Mercer: Global consulting firm with large retirement and investment consulting practice serving corporate plan sponsors. Overlaps with QP Consulting's fiduciary advisory work as part of a much broader HR/benefits/consulting portfolio.
- OneDigital: Large national benefits and retirement advisory platform offering fiduciary, recordkeeping, and consulting services across small/mid and large plans. Broader portfolio than QP Consulting but overlapping in the small/mid corporate plan segment.
- Fidelity Institutional Retirement Services: Major retirement plan provider offering recordkeeping, advisory, and fiduciary services to corporate plan sponsors. Serves as a broad incumbent competitor whose bundled offerings compete for the same small/mid plan sponsors QP Consulting targets.
- Charles Schwab Retirement Plan Services: Large retirement plan recordkeeper and investment provider serving small to enterprise corporate plans. Competes with QP Consulting indirectly as a bundled alternative to independent fiduciary advisory.
Market position
Strengths1 record
Weaknesses1 record
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
QP Consulting social profiles
Digital presenceQP Consulting compliance and trust
Trust signalCompliance1 record
QP Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
QP Consulting leadership team
Management profileNumber of profiles
Profiles1 record
QP Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
QP Consulting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about QP Consulting
What does QP Consulting do?
QP Consulting is a fee-only, SEC-registered investment advisory firm that delivers ERISA 3(21) fiduciary and ERISA 3(38) investment manager services to corporate retirement plan trustees and their employees. Its core work is performed as ongoing retainer engagements supplemented by project-based services such as request for proposal analysis and fee benchmarking reports.
Is QP Consulting a public or private company?
QP Consulting is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was QP Consulting founded?
QP Consulting was founded in 2002. It employs 1 to 10 people.
Where is QP Consulting based?
QP Consulting is headquartered in Takoma Park, United States, in the North America region.
How does QP Consulting make money?
Three revenue lines are on record. Fee-Only Advisory Services are the primary driver. The others are retainer Services and project-Based Services.
Who are QP Consulting's main competitors?
Direct peers on record are Strategic Retirement Partners, CAPTRUST, Sentinel Benefits & Financial Group, Cammack Retirement Group and AFS 401(k) Retirement Services. Broad incumbents are Empower Retirement, Mercer, OneDigital, Fidelity Institutional Retirement Services and Charles Schwab Retirement Plan Services.
Does QP Consulting have an API?
No public API is recorded for QP Consulting.
What industry is QP Consulting in?
QP Consulting's product category is Retirement Plan Advisory Services. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAEAAAL, Fee-Only Advisory. Its NAICS code is 523940 and its SIC code is 6282.