Ubiquity Retirement + Savings

Show rating breakdown
4.2 out of 5 stars
63 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.2
Serving customers since
1999
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Profile Name

Star Rating

46
9
2
1
5

Ubiquity Retirement + Savings Reviews

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Profile Name
Star Rating
46
9
2
1
5
Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
12/22/2025
Validated Reviewer
Verified Current User
Review source: In-app

easy setup, quick response

|Ubiquity Retirement
simple, easy to use on both the end users side and the employer side.
Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Small-Business (50 or fewer emp.)
12/11/2025
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

User-Friendly Interface Makes Navigation a Breeze

|Ubiquity Retirement
The interface is easy to navigate and I change investments easily
Brianna R.
BR
Brianna R.
12/09/2025
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Efficient Retirement Planning with Flexible Options

|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.

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HQ Location:
San Francisco, California

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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