Deliver a customized small business/startup 401(k) solution by partnering with the #1 SMB 401(k) provider on Google1.
Deliver a customized small business/startup 401(k) solution with little effort and zero expense.
Ubiquity makes it easy to break into the fast-growing and underserved small business/startup market, quickly. Expand your footprint by delivering turnkey or customizable group and sole proprietor 401(k) solutions from a partner with 23 years of serving small businesses.
Our API-based integration capabilities connect with partners’ existing data and tools, allowing you to deliver an SMB 401(k) solution directly through your brand experience with little to no effort from your team.
Diversify your product lineup with affordable, flat fee 401(k) plans designed and priced specifically for the budget-conscious, small business customer at zero cost to you.
Our team of seasoned retirement industry experts handles sales, plan setup, recordkeeping, compliance, and client servicing.
Provider
Ubiquity
4.3/51
4.6/5
4.5/5
For over 23 years, we have helped thousands of small/medium businesses and hundreds of thousands of savers. As one of the first flat-fee-for-service SMB plan providers in the industry, Ubiquity delivers peace of mind with zero hidden fees.
Increase client retention and satisfaction through exceptional customer support from our servicing team with 95% five-star ratings1.
Our proprietary recordkeeping system is designed for ease of use, frictionless employee onboarding, and efficient plan management.
1 An evaluation has been conducted by Decimal, Inc. through its research of independent customer reviews on Google, Trustpilot, and the Better Business Bureau as reported by unaffiliated contributors on or before September 30, 2022, with a revaluation date on January 12, 2023, resulting in a better evaluation, for four similar small-business 401(k) providers in the marketplace.
2 Flat fees are charged by Decimal, Inc. for recordkeeping and administrative services. Third-party service providers may assess asset-based fees to customers. Plan Sponsors are advised to review all service agreements with providers (e.g., investment advisors, custodians, broker-dealers) to evaluate total plan costs.
© 2023 Ubiquity Retirement + Savings
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Do not sell my info
44 Montgomery Street, Suite 300
San Francisco, CA 94104
Support: 855.401.4357
© 2023 Ubiquity Retirement + Savings
Privacy Policy
Do not sell my info
44 Montgomery Street, Suite 300
San Francisco, CA 94104
Support: 855.401.4357