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Ubiquity Retirement + Savings

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4.3 out of 5 stars
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
Verified User in Mental Health Care
AM
Verified User in Mental Health Care
02/26/2026
Validated Reviewer
Verified Current User
Review source: In-app

The onboarding process was ...ok

|Ubiquity Retirement
I like that it is plug and play. However, the automation could use some work.
Verified User in Investment Management
UI
Verified User in Investment Management
02/23/2026
Validated Reviewer
Verified Current User
Review source: In-app

Investment Advisor

|Ubiquity Retirement
User Interface and technical support from platform
Verified User in Civic & Social Organization
EC
Verified User in Civic & Social Organization
02/13/2026
Validated Reviewer
Verified Current User
Review source: In-app

So Easy!

|Ubiquity Retirement
Great onboarding and information to get started. I also like the ease of employees accessing info about their plans online.

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