Verified User in Hospitality
UH
Verified User in Hospitality
"Owner"
5/5
What do you like best about Ubiquity Retirement?

Integration with Gusto - the ease of use Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

onboading - easy process w/guided 1|1 training Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

We're glad to hear that you like the integration with Gusto and find it easy to use. We understand that onboarding is important, and we're constantly working to improve that process for our customers.

CW
Christy W.
Administrative Manager
Small-Business (50 or fewer emp.)
"Customer Service is Excellent!"
5/5
What do you like best about Ubiquity Retirement?

The most helpful thing about Ubiquity Retirement is their customer service. They are always very helpful and informative and you don't feel like you are being rushed. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

When you go on their website to type in the employees wages and deductions it will put information in fields where you didn't type anything and then you have to delete it and it doesn't always let you delete it and so you have to play around with that. It would be better if you could just type in the information where you want it the first time and submit and be done. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thank you so much for your kind words about our customer service team, we’re thrilled to hear it’s made a difference for you!

We also really appreciate your feedback about the platform experience. We're actively working on updates to streamline overall functionality. Your input helps guide those improvements, so thank you for sharing.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
"easy setup, quick response"
4.5/5
What do you like best about Ubiquity Retirement?

simple, easy to use on both the end users side and the employer side. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

I wish there were more options available other than the current fund options Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

We’re glad to hear the setup was smooth and that the platform is easy to use from the employer and participant side.

We also appreciate the feedback on investment options. Ubiquity supports an open investment architecture with access to over 30,000 mutual funds and ETFs. The specific lineup available in your plan is determined by plan design and custodian requirements. If you’re interested in expanding your investment options, our team can help review available alternatives, including custom fund lineups.

AN
Verified User in Accounting
"Very simple set up and cost effective solution"
5/5
What do you like best about Ubiquity Retirement?

Simple and quick set up with good default investment choices Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

A little confused about payroll deposit integration. Not sure if it's manual or automatic after the first deposit. I believe it's automatic, so this may be irrelevant. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thank you for sharing your feedback! We’re glad to hear the setup was simple and that you’re finding value in the investment options.

Payroll deposit integration can vary depending on your provider. To ensure everything is set up correctly for your situation, your onboarding specialist is available to walk you through the process and answer any questions. Please don’t hesitate to reach out—we’re here to help.

AN
Verified User in Education Management
"New to company, already enjoy interface"
5/5
What do you like best about Ubiquity Retirement?

It has been very easy to set up. Everyone has been very nice and walked us through the entire process. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Ubiquity is easy to use, easy to set up, and is cutting costs for us significantly. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thank you for sharing your experience! We’re glad to hear onboarding was smooth and that our team was able to walk you through the process. It’s great to know the platform has been easy to use and is already helping you cut costs with no hidden fees. We’re excited to continue supporting you and your employees as you grow with Ubiquity.

KS
Keara S.
Manager
Small-Business (50 or fewer emp.)
"Smooth & easy"
5/5
What do you like best about Ubiquity Retirement?

Ubiquity makes everything easy for employees. Once you’re up and running, you can set it and forget it. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

I had a snafu before sign up that prevented me from joining. It took a fair amount of back and forth to get my account set up and running. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thank you for sharing your experience! We’re glad to hear Ubiquity has made things smooth and easy for your team, and that our service and automation are supporting your office’s needs. We look forward to continuing to provide reliable support for you and your employees.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
"User-Friendly Interface Makes Navigation a Breeze"
5/5
What do you like best about Ubiquity Retirement?

The interface is easy to navigate and I change investments easily Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

I don't really have any dislikes for the application Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thanks for the great feedback. We’re happy to hear the platform is easy to navigate and makes it simple to manage investments and monitor contributions. We appreciate you taking the time to share your experience.

Verified User in Furniture
UF
Verified User in Furniture
"Overall a good experience, though there was times during setup when I felt lost"
3.5/5
What do you like best about Ubiquity Retirement?

Handles all of the documents and seems easy to function Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Setup felt overwhelming and at times unsupported Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thanks for sharing your experience. We’re glad to hear the platform is helping simplify document management and day-to-day administration. We also appreciate the honest feedback on setup and are continuing to improve our guidance and support throughout the process.

Sandra O.
SO
Sandra O.
Generalist
Mid-Market (51-1000 emp.)
"Great customer service and employee satisfaction"
4.5/5
What do you like best about Ubiquity Retirement?

I like that it is easy to fix any issue with an employee account ad enter the employees' profile through the Ubiquity profile. Also, sending employee enrolment through the site and having the employee enroll easy and making an account. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

The sigh could be a bit more easier to navigate. Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thank you for your positive feedback! We're pleased to hear that you find it easy to manage employee accounts and enrollments. We understand your feedback about the site's navigation and are actively working to enhance that experience. We appreciate your support!

Verified User in Mental Health Care
UM
Verified User in Mental Health Care
"Makes it easier to get to my retirement goals as a self-employed person"
5/5
What do you like best about Ubiquity Retirement?

Appreciated Kayleigh's level of responsiveness throughout the process. It was very simple to move through the steps. The website makes all the details easy and clear to follow. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

The federal regulations for how these things work are very confusing. I still don't quite understand what a custodian is! Review collected by and hosted on G2.com.

Response from Melissa Chery of Ubiquity Retirement

Thank you for sharing your experience. We’re glad to hear Kayleigh made the process smooth and that our platform helped simplify things for your Solo 401(k). We understand that federal regulations can be confusing, and we’re always working to make them easier to understand. You can find helpful educational resources on our website or connect with our support team for more guidance.