Ubiquity Expert Review, Pricing, Alternatives - 2021

Listed in our research about the Top 401k Software

Author Phil Strazzulla, HR Tech Expert, Harvard MBA, Finance and Software Nerd
Phil Strazzulla: HR Tech Expert, Harvard MBA, Finance and Software Nerd
October 18, 2021
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Ubiquity is very quick to set up. Any company can create an account and have it ready for use in as little as 15 minutes.

What's Inside

Ubiquity Review

Ubiquity is a scalable platform for 401(k) administration. It facilitates contributions, profit-sharing, and allows for loans to be borrowed by employees against their retirement accounts. For an additional fee, Ubiquity also takes care of submitting your annual tax forms and providing tax compliance support. Do note though that it doesn’t select the investment funds for your portfolios. You will need to either choose a self-directed brokerage account or select a third-party broker/custodian.

Ubiquity Customers

Razor Rank, Pink Point Media, Geyser Equipment.

Ubiquity Stats

  • 15 minutes setup time
  • Used by over 100,000 small business owners and workers since 1999 to invest over $2 billion in retirement savings accounts

Ubiquity Resources

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Buying HR Software? Here's some quick advice

Key Ubiquity Features

Ubiquity Implementation

Ubiquity Customer Success

Ubiquity Key Integrations

What to be aware of

Ubiquity Pricing

Ubiquity has 4 plans starting at $75 per month: 

  • Single(k): For businesses with no full-time employees except the owner/spouse/partner
  • Saver(k): Expert-picked plan provisions in one easy-to-manage package
  • Express(k): Small businesses and startups looking for simplicity and tax savings
  • Custom(k): Business owners who want a fully customized plan to maximize their tax savings

The exact pricing of the above plans isn’t disclosed on Ubiquity’s website. However, you may reach out to their sales team for an estimate according to the size of your team and scope of your needs.

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» Save Money: Check out our resource on how to save money when buying HR tools

Ubiquity Alternatives

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401k Software - Human InterestHuman Interest

Scalable platform

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Advice and investing goals

401k Software - 401GO401GO

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401k Software - GuidelineGuideline

Low fees

401k Software - ForUsAllForUsAll

For small and mid-sized companies

401k Software - UbiquityUbiquity

15 minute setup

401k Software - PaychexPayChex

Integrated payroll and retirement