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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
12/02/2025
Validated Reviewer
Verified Current User
Review source: In-app

Very good but slow.

It seems to be a robust system and integrates with our payroll.
Anna M.
AM
Anna M.
10/29/2025
Validated Reviewer
Verified Current User
Review source: Organic

Perfect for my small business 401k

The Ubiquity platform is intuitive and easy to use, and the customer support is always knowledgeable and helpful... when I need it. For the most part though, I very rarely need support. Ubiquity has been our 401k service provider since 2018 and we have no plans to change providers. My employees are engaged with their accounts and able to find everything the need within their own logins. Five stars from us!
Amy S.
AS
Amy S.
10/09/2025
Validated Reviewer
Review source: Organic

Made me feel like a top priority

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.

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