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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
Verified User in Mental Health Care
UM
Verified User in Mental Health Care
10/07/2025
Validated Reviewer
Verified Current User
Review source: In-app

Makes it easier to get to my retirement goals as a self-employed person

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.
Tony H.
TH
Tony H.
10/07/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Easy to use software with excellent support

The best part of ubiquity is how the ease of use. They have been able to create integrations with our erp system that help our day to day. Whenever we have had issues the customer support was easy to reach and very responsive.
Verified User in Civic & Social Organization
EC
Verified User in Civic & Social Organization
10/07/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

It's been 10 years...

My company has been with Ubiquity for almost a decade. In that time, we've been through a consolidation, hirings, firings, and a ton of turnover. Ubiquity is consistently easy to use, easy to understand, and easy to get support. Employees are easily able to understand their plan, make elections, take out loans against their balance, and view their investment strategies. Having implemented Ubiquity originally and integrated it into a consolidated organization, I can say that it has been one of the least cumbersome tasks we as an organization have had to work on. My finance staff works with Ubiquity multiple times each month, and finds it predictable, consistent, and simplified.

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