Ubiquity

Retirement Planning for the Self-Employed

Schedule Your Free Single(k) Consultation Below

Our consultants have an average of 10 years experience and can help you navigate the 401(k) landscape – no obligation. Our team is here when you’re ready to get started on your 401(k). Schedule a time that works for you.



Single(k) is the self-employed savings solution.

Ubiquity has designed a solo 401(k) plan that provides self-employed workers the same tax-advantaged savings benefits they would receive from a larger, traditional 401(k). By playing both roles as both employer and employee, Ubiquity’s Single(k) plan plan allows business owners to maximize their retirement contributions. Solo business owners can then gain additional savings by deducting these 401(k) contributions, along with any plan costs, as a business expense

Why choose Ubiquity?

Ubiquity Retirement + Savings’ Single(k) plan stands out in the marketplace for its investment flexibility and features designed specifically for solopreneurs and 1099 workers:

  • Contribute up to $58,000 toward your retirement savings
  • Invest in a wide range of available investments options (from stocks to real estate to cryptocurrency)
  • Borrow from your retirement through a loan feature

At Ubiquity Retirement + Savings, we are dedicated to making sure your 401(k) plan is tailored to meet your retirement goals.

Ubiquity has helped 100,000+ savers contribute over $2.5 billion towards their retirement since 1999.
Our mission is to empower small businesses and their employees to create a more secure financial future and peace of mind, by leveraging technology with affordable and effective retirement solutions, and world-class customer support.

Hear from Ubiquity’s valued clients:

“I have never.....I mean NEVER worked with a better Customer Service Crew before and my background is Customer Service! They are all fantastic. Love, Love Love Catherine, Doug and the rest of the crew!”

- Sharon H.

More than a decade of awards and recognition:

  • 2020 Wealthies Circle Award finalist
  • Awarded INC 5000 fastest-growing private companies in America for 11 years in a row
  • SF Business Times’ 100 Fastest-Growing Bay Area Private Companies
  • Fortune Inner City 100, a list of the fastest-growing inner city businesses in the U.S.
  • San Francisco Business Times Top 50 FinTech companies
  • Certified as a Freedom-Centered Workplace and has made the WorldBlu List of Most Freedom-Centered Workplaces
  • PLANSPONSOR Ranking: 51

Service Organization Control (SOC) Compliant

Ubiquity Retirement + Savings is proud to announce that we have completed the requirements for a Service Organization Control (SOC) 1, type 2 Audit and Service Organization Control (SOC) 2, type 1 Audit covering our Paradigm Recordkeeping System as well as Ubiquity’s internal controls.

The SOC 1 standard covers internal controls relevant to financial reporting at service organizations. The SOC 2 standard covers internal controls relevant to security, processing integrity, along with confidentiality and privacy of the information processed by the service organization’s systems. Ubiquity’s continued investment in our audit and reporting demonstrates our year over year commitment to ensuring complete and accurate financial accounting, security, and information technology controls over our proprietary Paradigm Recordkeeping platform.

Armanino is the largest California-based CPA and consulting firm and one of the top ten fastest-growing large accounting firms in the nation.

© 2021 Ubiquity Retirement + Savings
Privacy Policy
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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© 2021 Ubiquity Retirement + Savings
Privacy Policy
44 Montgomery Street, Suite 3060
San Francisco, CA 94104
Support: 855.401.4357

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