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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
Stephen B.
SB
Stephen B.
10/01/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Customer user experience

I appreciate how easy and straightforward it is to enter my bi-weekly payroll information. I can complete the process in just a few minutes. The portal is very user-friendly, and I've noticed that support has improved significantly since the pandemic. Recently, I needed assistance at 8pm EST, and my call was answered immediately without any hold or wait time.
JP
Jesse P.
09/30/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

It's been very good.

I appreciate how easy and straightforward it is to use, along with its affordable price.
Puya P.
PP
Puya P.
Director of Landing Gear Programs at Source One Spares
09/30/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Amazing 401k plan for Small Business Owners

The service is friendly, and there are plenty of customization options to suit your needs. The platform is straightforward and user-friendly, with seamless integration to payroll. Pricing is competitive, and there is a strong selection of low-cost funds available.

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