AN
Verified User in Accounting
"User friendly"
5/5
What do you like best about Ubiquity Retirement?

user friendly. Easy Onboarding process and staff use Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Have not used the site enough to have a comment on this. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement
Edit edit

Thank you for sharing your positive experience with us! We're committed to providing a user-friendly onboarding process and helpful staff to make managing your 401k as easy as possible.

Verified User in Information Technology and Services
EI
Verified User in Information Technology and Services
"Excellent support"
5/5
What do you like best about Ubiquity Retirement?

The blending of personal support and do-it-yourself is well balanced. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Just completed setup and preparing for the first payroll run. So far, I have no complaints. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement
Edit edit

Thank you for sharing your positive experience with us. We're glad to hear that your setup process went smoothly, and we're here to support you every step of the way.

Brianna R.
BR
Brianna R.
"Efficient Retirement Planning with Flexible Options"
5/5
What do you like best about Ubiquity Retirement?

I love the ability to change allocations each month as needed, this helps me keep up with the market as it changes. Simple! Anyone can do it. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

There is nothing that I have found yet that I don't like. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement
Edit edit

Thank you for sharing your experience with Ubiquity. We’re glad to hear that the platform has been easy to use and that the flexibility around changing allocations has been helpful. Our goal is to make managing your retirement plan clear and efficient, and it’s great to know the tools are supporting you in understanding your options and responding to market changes.

If any questions come up or you ever need support, our team is here to help.

Verified User in Mental Health Care
AM
Verified User in Mental Health Care
"The onboarding process was ...ok"
3.5/5
What do you like best about Ubiquity Retirement?

I like that it is plug and play. However, the automation could use some work. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

There were a number of minor issues that could have been automated, but where I ended up needing to consult with a representative to move forward with the onboarding process. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement
Edit edit

Thank you for your feedback. We appreciate your input on the onboarding process and the automation. We are constantly working to improve the experience to make the process smoother for our customers.

Verified User in Civic & Social Organization
EC
Verified User in Civic & Social Organization
"So Easy!"
5/5
What do you like best about Ubiquity Retirement?

Great onboarding and information to get started. I also like the ease of employees accessing info about their plans online. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

I don't have any dislikes yet. Set up has been very smooth so far. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement
Edit edit

We're glad to hear that you had a great onboarding experience and find our online access convenient. Thank you for choosing Ubiquity Retirement!

JP
Jesse P.
Chairman and CEO
Small-Business (50 or fewer emp.)
"It's been very good."
4/5
What do you like best about Ubiquity Retirement?

I appreciate how easy and straightforward it is to use, along with its affordable price. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

I can't find anything to dislike about this. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement
Edit edit

It's great to hear that Ubiquity Retirement is helping you provide a 401K to your employees at an affordable cost. We're committed to making retirement planning simple and cost-effective.

AN
Verified User in Retail
"Very good but slow."
3.5/5
What do you like best about Ubiquity Retirement?

It seems to be a robust system and integrates with our payroll. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Communication isn't great, the left hand doesn't seem to know what the right hand is doing. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement
Edit edit

Thank you for taking the time to share this feedback. We’re glad to hear the system is working well for your business and integrates smoothly with your payroll.

We’re sorry to hear that parts of the experience felt slow or disconnected. We want every interaction to feel clear and coordinated, and your input is helpful in understanding where improvements may be needed.

If you’d be open to sharing a bit more about your experience, our team would appreciate the opportunity to learn from it and support you going forward.

Amy S.
AS
Amy S.
President
Small-Business (50 or fewer emp.)
"Made me feel like a top priority"
5/5
What do you like best about Ubiquity Retirement?

The customer service feels truly personalize. Nick Pilner worked hard to resolve my issue, and even as a small business I was made to feel like a top priority. Responsive, reliable, easy and a pleasure to work with. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Nothing at this time, my experience has been very positive - working with Nick is a big part of that. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement
Edit edit

Thank you for sharing your positive experience with our customer service team. We are committed to providing personalized and reliable service to all our clients. We value your business and are here to support you every step of the way.

Verified User in Investment Management
UI
Verified User in Investment Management
"Investment Advisor"
5/5
What do you like best about Ubiquity Retirement?

User Interface and technical support from platform Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Resource library can be easier to access and understand Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement
Edit edit

We're happy to hear that you find our platform's user interface and technical support helpful. We will take your feedback into consideration and work on improving the accessibility and clarity of our resource library.

Verified User in Accounting
AA
Verified User in Accounting
"Easy to setup"
4.5/5
What do you like best about Ubiquity Retirement?

It was very quick and easy to set up - probably the easiest setup of the entire office. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

It was a little confusing about adding the brokerage portion. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement
Edit edit

Thanks for the review, we’re glad to hear setup was quick and straightforward, and that the plan is supporting your ability to maintain a Solo 401(k).

We appreciate the feedback on the brokerage component and will take it into account as we continue to enhance our educational resources and overall customer experience.