Ubiquity Retirement + Savings Reviews | Read Customer Reviews of myubiquity.com

Ubiquity Retirement + SavingsReviews of myubiquity.com

4.3238 reviews
Investments & Wealth
44 Montgomery St, Ste 300, SAN FRANCISCO, California

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Ubiquity Retirement + Savings

About Ubiquity Retirement + Savings

Since 1999, Ubiquity's mission has remained the same – to provide small business owners with qualified retirement plans that meet their needs and propel them towards bright financial futures.They've stood as an industry leader in the benefits space by combining advanced technology and world-class customer support to cost and compliance challenges that negatively impact businesses nationwide.Through this approach, they've transformed 16,000+ businesses and hundreds of thousands of lives, helping them achieve financial security and peace of mind through plans that are customizable, simple, and affordable.

Ubiquity Retirement + Savings (myubiquity.com) has 238 customer reviews on Five Star Index, with an average rating of 4.3 out of 5.

Also known as: myubiquity.com
Website: myubiquity.com
Category: Investments & Wealth
Location: SAN FRANCISCO, California
Listed on Five Star Index: 2026

About these reviews

Replies: The company replied to 20% of reviews.
Latest: Most recent review: October 2026.
Edits: Reviews are shown as their authors wrote them. The company can reply, but cannot edit them.
Score: This company cannot pay to remove reviews or change its score.

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Ubiquity Retirement + Savings reviews

Showing 193 reviews with 5 stars · Clear filters

John
Aug 7, 2025
Awesome Experience
Stephan was extremely helpful and took the time to answer all our questions thoroughly. We're grateful to have him as a resource.
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SHERYL D B.
Jul 30, 2025
Excellent rep
My rep was a rock star and walked me through everything
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KE
Jul 25, 2025
Superb Customer Service
Every question I had was thoroughly answered. I was listened to and given the amount of time needed to make sure I clearly understood all the information he provided. Emilio went over and above by sending me emails with login links to reduce time on my end to search for it. I could not have asked for a better person to assist me. I am totally grateful!
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Mauricio B.
Jul 22, 2025
Ubiquity is absolutely amazing
Ubiquity is absolutely amazing. Going on 15 years as a customer. Highly recommend everyone on the team. Elaina Doughty is absolutely wonderful as a client success specialist !
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HGro
Jul 16, 2025
Have worked with Ubiquity since 2013
Have worked with Ubiquity since 2013, and it's been a positive experience. They have been helpful, and their product offerings have been good (and getting better) and generally affordable.
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Debbie W.
Jul 1, 2025
Emilio Ballesteros
Emilio Ballesteros was able to clarify that ADP Payroll was incorrectly reporting the employer Safe Harbor contribution amount in which they were using 3% and not 4%. Now my reports will match the amount being debited from our bank. Thank you!!
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Tyrie
Jun 29, 2025
Frustrated client.
i have been trying to rollover my account to JP Morgan Chase. its has been over a month and still have yet to recieve my money. i spoke with several agents and it looks like that did not advise me orrectly in what i needed to do. the female agent i spoke with seems to have helped that is why i am giving a 5 star, but yet to be seen, if i get my money in the next week, i would appreciate follow up from your management . as i haave been very frustrated in why i was given wrong infloramtion time and time again... Thanks you
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Dennis S.
Jun 26, 2025
Very happy with all the support staff…
Very happy with all the support staff I’ve interacted with. They’ve really helped keep my plan running smoothly
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