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Ubiquity Retirement description
Ubiquity Retirement offers simple and affordable 401(k) plans designed specifically for small to medium-sized businesses. They handle everything from setup and administration to compliance and reporting, all for a transparent flat fee. Their platform is user-friendly, integrates with popular payroll providers, and boasts a wide selection of investment options. Ubiquity prioritizes customer support and provides a dedicated team to answer questions and provide guidance.
Who is Ubiquity Retirement best for
We find that Ubiquity Retirement is a solid choice for small to medium-sized businesses that want a simple and affordable 401(k) plan. Ubiquity handles the complexities of 401(k) administration, compliance, and reporting with transparent flat fees. Many users highlight the platform's ease of use and helpful customer support, though some have mentioned issues with website navigation and unexpected fees, so be sure to ask about those!
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Perfect for SMBs (1-1000 employees) seeking affordable, user-friendly 401(k) plans with transparent fees and dedicated support.
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Well-suited for Finance, Banking, and Insurance industries. Ubiquity simplifies retirement plan management, saving time and ensuring compliance.
Ubiquity Retirement features
Supported Transparent Flat-Fee Costs: Transparent Flat-Fee Costs: Ubiquity offers transparent, flat-fee pricing for their retirement plans, which saves businesses money over time. Their pricing is predictable and secure, without any hidden fees. Importantly, they don't increase their fees as your accounts grow. |
Supported Robust Customization Options: Robust Customization Options: Unlike one-size-fits-all plans, Ubiquity's retirement plans can be customized to meet the specific and complex needs of businesses. This flexibility allows businesses to adapt their plans as their requirements change and grow. |
Supported Unparalleled Ease of Use: Unparalleled Ease of Use: Ubiquity emphasizes ease of use, providing features like easy payroll integration, streamlined government-required reporting, and ensuring plan compliance. These tools are designed to help businesses succeed without unnecessary administrative burden. |
Supported Seamless Payroll Integrations: Seamless Payroll Integrations: Ubiquity integrates with various payroll providers to ensure that retirement payroll deductions are deposited smoothly. This integration allows business owners to focus on running their business without worrying about manual processes. |
Supported Dedicated Retirement Plan Advisors: Dedicated Retirement Plan Advisors: Businesses working with Ubiquity have access to dedicated retirement plan advisors who provide expert, trusted advice and support. These advisors can help businesses create the perfect plan. |
Supported Streamlined Government Reporting: Streamlined Government Reporting: Ubiquity takes care of all the necessary government reporting to ensure compliance with regulations, reducing the workload and stress on small businesses. |
Supported Ensuring Plan Compliance: Ensuring Plan Compliance: Ubiquity is committed to staying up-to-date on changing government regulations and implements changes as needed, ensuring that your retirement plan remains compliant and avoiding potential penalties. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
Reliability and Performance
Ubiquity Retirement reviews
We've summarised 84 Ubiquity Retirement reviews (Ubiquity Retirement TrustPilot reviews and Ubiquity Retirement G2 reviews) and summarised the main points below.
- Excellent customer service with knowledgeable and helpful representatives.
- Quick resolution of issues and proactive problem-solving by support staff.
- User-friendly platform for contributions and account management.
- Affordable and transparent pricing for small businesses.
- Helpful resources and guidance for setting up and managing 401k plans.
- Difficult website navigation and user experience requires phone calls for simple tasks.
- Limited investment options and lack of a money market account.
- Unexpected fees and costs, especially for rollovers and corrections.
- Slow customer service response times and difficulty reaching support.
- Unclear communication and errors in handling contributions and rollovers.
Ubiquity Retirement pricing
The commentary is based on 8 reviews from Ubiquity Retirement G2 reviews and Ubiquity Retirement TrustPilot reviews.
We find that Ubiquity Retirement is seen as affordable, especially for small businesses. However, some reviewers mention unexpected fees and difficulties getting those fees reversed. There are also complaints about difficulty accessing funds after leaving a company.
Users sentiment
See the Ubiquity Retirement pricing page.
An affordable 401(k) with expert-picked plan provisions.
A highly-customizable 401(k) with flexibility and support.
The ultimate 401(k) with robust customization and add-ons.
A flexible solo 401(k) plan for businesses with no other full-time employees besides the owner and their spouse or business partner
A record-kept solo 401(k) plan with the choice of pre-selected or customizable investment options
Ubiquity Retirement alternatives
Transamerica Retirement SolutionsRetirement plans made easy for businesses and their employees.Read more
Ubiquity Retirement FAQ
Ubiquity Retirement provides affordable and easy-to-manage 401(k) retirement plans for small and medium-sized businesses. They handle setup, administration, compliance, and reporting for a transparent flat fee, while also integrating with popular payroll providers.
What is Ubiquity Retirement and what does Ubiquity Retirement do?
Ubiquity Retirement provides affordable and easy-to-manage 401(k) retirement plans for small and medium-sized businesses. They handle setup, administration, compliance, and reporting for a transparent flat fee, while also integrating with popular payroll providers.
Ubiquity Retirement integrates with various payroll providers to ensure seamless payroll deductions for retirement contributions. This allows businesses to automate their 401(k) management and avoid manual processes. They do not specify integrations beyond payroll providers.
How does Ubiquity Retirement integrate with other tools?
Ubiquity Retirement integrates with various payroll providers to ensure seamless payroll deductions for retirement contributions. This allows businesses to automate their 401(k) management and avoid manual processes. They do not specify integrations beyond payroll providers.
We find that Ubiquity Retirement's main competitors are 401GO, ForUsAll, Guideline, Betterment at Work, Vestwell, and Transamerica Retirement Solutions. These alternatives offer similar 401(k) services, often with a focus on small to medium-sized businesses.
What the main competitors of Ubiquity Retirement?
We find that Ubiquity Retirement's main competitors are 401GO, ForUsAll, Guideline, Betterment at Work, Vestwell, and Transamerica Retirement Solutions. These alternatives offer similar 401(k) services, often with a focus on small to medium-sized businesses.
Ubiquity Retirement offers affordable 401(k) plans, but user reviews on G2 and TrustPilot are mixed. We find it's crucial to weigh the pros and cons, including the negative sentiment around pricing and website experience, before making a decision.
Is Ubiquity Retirement legit?
Ubiquity Retirement offers affordable 401(k) plans, but user reviews on G2 and TrustPilot are mixed. We find it's crucial to weigh the pros and cons, including the negative sentiment around pricing and website experience, before making a decision.
Ubiquity Retirement offers several 401(k) plans. Saver(k) is $97/month, Custom(k) is $177/month, and Reserve(k) is $257/month. For self-employed individuals, Single(k) is $19/month and Single(k) Plus is $37.50/month. They do not appear to have free plans or trials.
How much does Ubiquity Retirement cost?
Ubiquity Retirement offers several 401(k) plans. Saver(k) is $97/month, Custom(k) is $177/month, and Reserve(k) is $257/month. For self-employed individuals, Single(k) is $19/month and Single(k) Plus is $37.50/month. They do not appear to have free plans or trials.
We find that Ubiquity Retirement's customer service receives mixed reviews. While many customers praise the knowledgeable, helpful, and responsive support representatives, others have experienced slow response times, difficulty reaching support, and unhelpful scripted responses.
Is Ubiquity Retirement customer service good?
We find that Ubiquity Retirement's customer service receives mixed reviews. While many customers praise the knowledgeable, helpful, and responsive support representatives, others have experienced slow response times, difficulty reaching support, and unhelpful scripted responses.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.