Ubiquity Review 2021: Alternatives, Pricing, Features

Phil Strazzulla, HR Tech Expert
March 19, 2021

Ubiquity is quick to set up; you can be ready to go 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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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.

Ubiquity Alternatives

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Ubiquity

15 minute setup

PayChex

Integrated payroll and retirement

Human Interest

Scalable platform

401GO

Comprehensive and affordable

Guideline

Low fees

ForUsAll

For small and mid-sized companies

Betterment

Advice and investing goals