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Ubiquity Retirement + Savings

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60 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.3
Serving customers since
1999

Profile Name

Star Rating

44
9
2
1
4

Ubiquity Retirement + Savings Reviews

Review Filters
Profile Name
Star Rating
44
9
2
1
4
AN
09/25/2025
Validated Reviewer
Verified Current User
Review source: In-app

Very simple set up and cost effective solution

Simple and quick set up with good default investment choices
Verified User in Entertainment
AE
Verified User in Entertainment
09/24/2025
Validated Reviewer
Verified Current User
Review source: In-app

Plan Administrator

Easy to use, responsive support staff, good selection of investments
Verified User in Accounting
UA
Verified User in Accounting
09/24/2025
Validated Reviewer
Verified Current User
Review source: In-app

Good experiance so far

I prefer flat fee for services as opposed to AUM.

About

Contact

HQ Location:
San Francisco, California

Social

@ubiquitysavings

What is Ubiquity Retirement + Savings?

Ubiquity Retirement + Savings is a financial services provider specializing in retirement plans for small businesses and self-employed individuals. They offer a range of customizable retirement solutions, including Solo 401(k) plans and SIMPLE IRAs, designed to help clients save for retirement efficiently. Ubiquity emphasizes low-cost options and user-friendly technology, making it easier for businesses to manage their retirement plans. For more information, visit their website at [myubiquity.com](https://www.myubiquity.com).

Details

Year Founded
1999