--- title: Ubiquity Retirement Reviews meta\_title: 'Ubiquity Retirement Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 60 reviews by the users' company size, role or industry to find out how Ubiquity Retirement works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 60 scale: '5' date\_modified: '2026-08-07' parent\_category: name: HR url: https://www.g2.com/categories/hr ---

### Ubiquity Retirement Pros and Cons: Top 5 Advantages and Disadvantages

#### Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users value the **ease of use** of Ubiquity Retirement, allowing for quick and straightforward payroll management. [(16 mentions)](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2017973&qs=pros-and-cons#reviews)

Users value the **ease of use** of Ubiquity Retirement, finding it simple and straightforward for everyone involved. [(10 mentions)](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2274938&qs=pros-and-cons#reviews)

Users appreciate the **excellent customer support** of Ubiquity Retirement, highlighting prompt assistance and helpful service. [(9 mentions)](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2017991&qs=pros-and-cons#reviews)

Users appreciate the **easy setup** of Ubiquity Retirement, finding it quick and hassle-free to manage their accounts. [(7 mentions)](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2017990&qs=pros-and-cons#reviews)

Users appreciate the **seamless integrations** of Ubiquity Retirement with ERP systems, enhancing daily workflows and support accessibility. [(7 mentions)](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2017968&qs=pros-and-cons#reviews)

Users find the **difficulty understanding** of payroll deposit integration and resource library access to be challenging. [(6 mentions)](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=1258451&qs=pros-and-cons#reviews)

Users find the **limited options** for fund selection in Ubiquity Retirement frustrating, wishing for more available choices. [(3 mentions)](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2017979&qs=pros-and-cons#reviews)

Users find the **plan confusion** overwhelming, especially regarding regulations and required minimum distributions. [(3 mentions)](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=1258426&qs=pros-and-cons#reviews)

Users find the **onboarding process overwhelming** and often require support to navigate minor issues effectively. [(3 mentions)](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2323736&qs=pros-and-cons#reviews)

Users find the **setup process overwhelming** and often feel unsupported, making it challenging to start using Ubiquity Retirement. [(3 mentions)](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2274878&qs=pros-and-cons#reviews)

### 5 Pros or Advantages of Ubiquity Retirement

##### 1. Ease of Use

Users value the **ease of use** of Ubiquity Retirement, allowing for quick and straightforward payroll management.
[
See 16 mentions
](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2017973&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

5.0/5

"Owner"

What do you like about Ubiquity Retirement?

Integration with Gusto - the ease of use

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

3.5/5

"Overall a good experience, though there was times during setup when I felt lost"

What do you like about Ubiquity Retirement?

Handles all of the documents and seems easy to function

##### 2. Simple

Users value the **ease of use** of Ubiquity Retirement, finding it simple and straightforward for everyone involved.
[
See 10 mentions
](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2274938&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

3.5/5

"Overall a good experience, though there was times during setup when I felt lost"

What do you like about Ubiquity Retirement?

Handles all of the documents and seems easy to function

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

4.5/5

"easy setup, quick response"

What do you like about Ubiquity Retirement?

simple, easy to use on both the end users side and the employer side.

##### 3. Customer Support

Users appreciate the **excellent customer support** of Ubiquity Retirement, highlighting prompt assistance and helpful service.
[
See 9 mentions
](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2017991&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

5.0/5

"Investment Advisor"

What do you like about Ubiquity Retirement?

User Interface and technical support from platform

 ![Anna M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anna M.")
AM

Anna M.

Small-Business (50 or fewer emp.)

5.0/5

"Perfect for my small business 401k"

What do you like about Ubiquity Retirement?

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

##### 4. Easy Setup

Users appreciate the **easy setup** of Ubiquity Retirement, finding it quick and hassle-free to manage their accounts.
[
See 7 mentions
](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2017990&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

3.5/5

"The onboarding process was ...ok"

What do you like about Ubiquity Retirement?

I like that it is plug and play. However, the automation could use some work.

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

4.5/5

"Easy to setup"

What do you like about Ubiquity Retirement?

It was very quick and easy to set up - probably the easiest setup of the entire office.

##### 5. Integrations

Users appreciate the **seamless integrations** of Ubiquity Retirement with ERP systems, enhancing daily workflows and support accessibility.
[
See 7 mentions
](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2017968&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

5.0/5

"Owner"

What do you like about Ubiquity Retirement?

Integration with Gusto - the ease of use

AN

3.5/5

"Very good but slow."

What do you like about Ubiquity Retirement?

It seems to be a robust system and integrates with our payroll.

### 5 Cons or Disadvantages of Ubiquity Retirement

##### 1. Difficulty Understanding

Users find the **difficulty understanding** of payroll deposit integration and resource library access to be challenging.
[
See 6 mentions
](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=1258451&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

5.0/5

"Investment Advisor"

What do you dislike about Ubiquity Retirement?

Resource library can be easier to access and understand

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

4.5/5

"Easy to setup"

What do you dislike about Ubiquity Retirement?

It was a little confusing about adding the brokerage portion.

##### 2. Limited Options

Users find the **limited options** for fund selection in Ubiquity Retirement frustrating, wishing for more available choices.
[
See 3 mentions
](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2017979&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

4.5/5

"easy setup, quick response"

What do you dislike about Ubiquity Retirement?

I wish there were more options available other than the current fund options

CD

Carrie D.

Mid-Market (51-1000 emp.)

3.0/5

"401k with limited options"

What do you dislike about Ubiquity Retirement?

Not a lot of options to choose from when selecting funds.

##### 3. Plan Confusion

Users find the **plan confusion** overwhelming, especially regarding regulations and required minimum distributions.
[
See 3 mentions
](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=1258426&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

5.0/5

"Investment Advisor"

What do you dislike about Ubiquity Retirement?

Resource library can be easier to access and understand

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

5.0/5

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

What do you dislike about Ubiquity Retirement?

The federal regulations for how these things work are very confusing. I still don't quite understand what a custodian is!

##### 4. Poor Onboarding

Users find the **onboarding process overwhelming** and often require support to navigate minor issues effectively.
[
See 3 mentions
](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2323736&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

3.5/5

"The onboarding process was ...ok"

What do you dislike about Ubiquity Retirement?

There were a number of minor issues that could have been automated, but where I ended up needing to consult with a representative to move forward with

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

3.5/5

"Overall a good experience, though there was times during setup when I felt lost"

What do you dislike about Ubiquity Retirement?

Setup felt overwhelming and at times unsupported

##### 5. Setup Issues

Users find the **setup process overwhelming** and often feel unsupported, making it challenging to start using Ubiquity Retirement.
[
See 3 mentions
](https://www.g2.com/products/ubiquity-retirement/reviews?filters%5Bsentiment_snippet%5D=2274878&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

3.5/5

"Overall a good experience, though there was times during setup when I felt lost"

What do you dislike about Ubiquity Retirement?

Setup felt overwhelming and at times unsupported

KS

Keara S.

Small-Business (50 or fewer emp.)

5.0/5

"Smooth & easy"

What do you dislike about Ubiquity Retirement?

I had a snafu before sign up that prevented me from joining. It took a fair amount of back and forth to get my account set up and running.

 ![Annette C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Annette C.")
AC

Annette C.

Senior Bilingual Specialist 

Small-Business (50 or fewer emp.)

8/6/2026

"Fast Setup, Excellent User Support"

5/5

What do you like best about Ubiquity Retirement?

I love that Ubiquity Retirement is quick to answer questions and provides solutions when needed. I feel like more than just a number with them. I appreciate the real-time response, and I find the investments provided by Ubiquity to be different from other agencies. For the last 10 years, I haven't had any problems. Investments are easy to handle, the website is very user-friendly, and the chat is always available. The initial setup was quick and easy. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

not one thing Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

I use Ubiquity Retirement to help with investments, loans, and withdrawals. I like their real-time response and unique investment approach. The website is easy for me to use, and their chat is always available. Review collected by and hosted on G2.com.

Show More

Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Medical Practice](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Medical Practice")
EM

Verified User in Medical Practice

Small-Business (50 or fewer emp.)

8/6/2026

"Great Usability, Strong Customer Support, and Smooth Office Integration"

5/5

What do you like best about Ubiquity Retirement?

great usability and customer support. integrated well with our office needs Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

some wait times and mixed answers. Ai is not as helpful Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

It’s helping us ensure we stay compliant with the necessary requirements of running a safe harbor program. it saves us time and allows us to run the business more smoothly Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Anna M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anna M.")
AM

Anna M.

CEO

Small-Business (50 or fewer emp.)

7/30/2020

"Perfect for my small business 401k"

5/5

Describe the project or task Ubiquity Retirement helped with:

Ubiquity helped me set up my 1st 401k as a business owner. As a small business owner, it was a bit scary to jump into benefits, not fully knowing the impact it woudl have on my business. The customer service reps and professionals at Ubiquity walked me through all my options with dilligence and understanding. Really felt like they were trying to help me imporve my buisiness, not just sign up another customer. Review collected by and hosted on G2.com.

What do you like best about Ubiquity Retirement?

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! Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Honestly there is nothing that I can think of. Even though I'm a very small business I'm always treated like a an important client. Review collected by and hosted on G2.com.

Recommendations to others considering Ubiquity Retirement:

Definitely do your homework. Ther are several vendors online selling 401k options to small businesses. Don't just jump on the first proposal you get. Find a company that's interested in your growth. New is not always better - make sure the team you are working with has the experience your company needs. Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

This was my company's first 401k, so initially I felt a bit overwhelmed when researching the process. The onboarding team was very patient with me and was always available to explain the ins and outs of compliance. I'm pleased with the software, it's very helpful to me that I can login to my dashboard and find and do whatever I need without having to contact support. Review collected by and hosted on G2.com.

Show More

Response from Melissa Chery of Ubiquity Retirement

[Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-4108312/official_response/edit)

Thank you for taking the time to update your review. We’re glad to know the onboarding process felt clear and supportive, especially as you set up your first 401(k). It’s great to hear the platform continues to work well for you and your employees, and that you’ve been confident staying with us since 2018.

We appreciate your feedback and your recommendation to others. If you ever need anything, our team is here to help.

10/29/2025
Current UserValidated ReviewerSource: Organic

 ![Verified User in Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consulting")
AC

Verified User in Consulting

Small-Business (50 or fewer emp.)

8/6/2026

"Ubiquity: User-Friendly Investing with Excellent Customer Service"

5/5

What do you like best about Ubiquity Retirement?

Ubiquity has great investment options, and the website is very user friendly. Customer service has been excellent as well. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Nothing so far, everything has been great. Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

Ubiquity gave our company an excellent retirement platform for employees located in US Territories. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![David H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David H.")
DH

David H.

Associate Clinical Professor, Division of Plastic Surgery at USF

Small-Business (50 or fewer emp.)

10/2/2025

"Ubiquity 401K plan Success and Ease"

4.5/5

What do you like best about Ubiquity Retirement?

First off it is very easy to use and incorporate into a small business. I feel like I got rid of a big middle man when I was using AUL. The flexibility of the Morningstar plans along with designing our own portfolios based mostly on age but also can adapt to each individuals wishes. The savings of basis points which we were charged on before is huge and have saved over $225,000 since we started 15 years ago in fees. It is also easy to transfer money out with the appropriate regulatory inputs when someone leaves the company, needs money for emergent needs or wants to transfer out to another type of qualified retirement plans. The ease of the website to navigate also makes the access very easy. If you want to chat or talk to someone the wait is very short and their help is usually spot on. they also generate your Form 5500 for your tax purposes for you. Security is very high with two step verification which stopped an attempted hack. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Obviously nothing is for free. so the fees are standardized and fixed for your account. no surprises. very rarely the site goes down for maintenance. Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

solved the huge fees being charged when our 401K grew larger esp with ones placed on basis points. we have saved a huge amount of money and also have better flexibility in our investment strategy. from the administrative aspect I have never been late on our contributions due to how easy it is to input the data. Review collected by and hosted on G2.com.

Show More

Response from Melissa Chery of Ubiquity Retirement

[Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-11760284/official_response/edit)

Thank you for sharing your feedback! We’re so glad to hear that our flat-fee structure has saved your business significant money over the years and that you’ve found our platform easy to use and flexible for your investment strategy. It’s great to know that the website, security, and support team have all helped make managing your plan straightforward and reliable.

We also appreciate your note on fees—it’s important to us that our pricing remains transparent and consistent, so you never encounter surprises. We’ll continue working to ensure our platform delivers both cost savings and peace of mind for you and your employees.

Thank you for trusting Ubiquity with your retirement plan needs!

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Civic & Social Organization](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Civic & Social Organization")
EC

Verified User in Civic & Social Organization

Small-Business (50 or fewer emp.)

10/7/2025

"It's been 10 years..."

5/5

What do you like best about Ubiquity Retirement?

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. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

I do wish Ubiquity would very clearly indicate on loans that the repayment amount is PER PAYCHECK, not monthly, that loans can ONLY be repaid via the company and not by employee direct pay, and that making additional payments requires a specific dollar amount (you can only pay in increments of the payment amount). I have added a step when employees apply for a loan to verbally explain that to them, and often they are surprised. I'm sure this is in the terms and conditions, but these 3 factors appear to be the most surprising to our staff. Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

Ubiquity is a very easy to understand interface for our employees. They make all their elections and take all their actions on their own, which removes HR as the "middle man". Review collected by and hosted on G2.com.

Show More

Response from Melissa Chery of Ubiquity Retirement

[Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-11777271/official_response/edit)

Thank you for being with Ubiquity for a decade! We’re so glad to hear our platform has made plan management easier for both your team and your employees. We appreciate your feedback on loan repayment details and will review how we can make that information clearer. We truly value your long-term partnership.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Events Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Events Services")
AE

Verified User in Events Services

6/30/2026

"Wonderful Service - Would Highly Recommend"

5/5

What do you like best about Ubiquity Retirement?

Flexibility and Affordability. System seems user friends. Kind and helpful Agents. You can reach a real person. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Frustrating trying to connect our new payroll server with Ubiquity / The Principal Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

Ability for the owner of the company to offer retirement services to EE's without breaking the bank Review collected by and hosted on G2.com.

Show More

Response from Melissa Chery of Ubiquity Retirement

[Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-13046626/official_response/edit)

Thank you for the positive feedback. Our team works hard to provide helpful and kind assistance, and we're glad to hear that you appreciate it. We apologize for any frustration you experienced with connecting your new payroll server, our team is here to help resolve any issues you may have.

Current UserValidated ReviewerSource: In-app

 ![Tony H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tony H.")
TH

Tony H.

Vice President

Small-Business (50 or fewer emp.)

10/7/2025

"Easy to use software with excellent support"

5/5

What do you like best about Ubiquity Retirement?

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. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

There aren’t many things I dislike, but I have experienced some issues with the integrations not working as expected in the past. However, the support team has been helpful in resolving these problems. Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

The main problem it is solving for me is that we dont have to manually import data. Review collected by and hosted on G2.com.

Show More

Response from Melissa Chery of Ubiquity Retirement

[Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-11777667/official_response/edit)

Thanks so much for sharing your feedback! We're glad to hear Ubiquity has been easy to use and that our support team has been responsive and helpful. We appreciate your note about past integration issues and are always working to make things run even smoother. Thanks for being part of the Ubiquity community!

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Stephen B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stephen B.")
SB

Stephen B.

Administrator

Small-Business (50 or fewer emp.)

10/1/2025

"Customer user experience"

5/5

What do you like best about Ubiquity Retirement?

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. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

I have no complaints about Ubiquity. The plan is straightforward and has successfully met our company's objectives. Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

Ubiquity has taken care of the compliance responsibilities for our retirement plan. Review collected by and hosted on G2.com.

Show More

Response from Melissa Chery of Ubiquity Retirement

[Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-11755514/official_response/edit)

We’re so glad to hear our portal makes payroll simple and that our support team could be there for you when you needed it. Thanks for trusting Ubiquity!

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Puya P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Puya P.")
PP

Puya P.

CEO and Founder

Small-Business (50 or fewer emp.)

9/30/2025

"Amazing 401k plan for Small Business Owners"

5/5

What do you like best about Ubiquity Retirement?

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. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

To be honest, I don't have any dislikes at the moment. Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

This service provides 401k plans specifically designed for small businesses. It aims to make retirement planning more accessible and manageable for smaller companies, helping them support their employees' financial futures. Review collected by and hosted on G2.com.

Show More

Response from Melissa Chery of Ubiquity Retirement

[Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-11748109/official_response/edit)

We're thrilled to hear that you're enjoying our friendly service and customizable options. We strive to make retirement planning as seamless and user-friendly as possible for small business owners. Thank you for your positive feedback!

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

## Top-Rated Alternatives

[

 ![Gusto 401(k)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gusto 401(k)")

Gusto 401(k)

4.5/5(1,156)

](https://www.g2.com/products/gusto-401-k/reviews)

[

 ![Human Interest](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Human Interest")

Human Interest

4.3/5(2,438)

](https://www.g2.com/products/human-interest/reviews)

[

 ![Betterment at Work](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Betterment at Work")

Betterment at Work

4.3/5(709)

](https://www.g2.com/products/betterment-at-work/reviews)

[
View All Alternatives
](https://www.g2.com/products/ubiquity-retirement/competitors/alternatives)

##### Categories on G2

[401(k)](https://www.g2.com/categories/401-k)

##### Explore More

[Which IT compliance services offer proven quick deployment and minimal need for external implementation consultants?](https://www.g2.com/discussions/which-it-compliance-services-offer-proven-quick-deployment-and-minimal-need-for-external-implementation-consultants)[Best platform for sales data analytics](https://www.g2.com/discussions/what-is-the-best-platform-for-sales-data-analytics)[What features matter most in an inspection management platform for a team tracking inspection scores and findings across more than a dozen locations?](https://www.g2.com/discussions/what-features-matter-most-in-an-inspection-management-platform-for-a-team-tracking-inspection-scores-and-findings-across-more-than-a-dozen-locations)

[Which cloud kitchen management solutions offer strong delivery partner integration without creating order fulfillment bottlenecks?](https://www.g2.com/discussions/which-cloud-kitchen-management-solutions-offer-strong-delivery-partner-integration-without-creating-order-fulfillment-bottlenecks)[Which ecommerce platforms sync inventory in real time when sales spike during a peak campaign?](https://www.g2.com/discussions/which-ecommerce-platforms-sync-inventory-in-real-time-when-sales-spike-during-a-peak-campaign)[Pros and Cons Details](https://www.g2.com/products/ubiquity-retirement/reviews?qs=pros-and-cons)

[Show MoreShow Less](javascript:void(0);)