About Ubiquity Retirement + Savings
<p>Built for small employers, Ubiquity Retirement + Savings runs flat-fee 401(k) plan administration with a focus on keeping plan operations straightforward. The firm was founded in 2000 and works with 16,000 clients.</p> <p>Headquartered in San Francisco in the Bay Area, Ubiquity acts as a retirement plan administrator and handles day-to-day plan functions like recordkeeping and compliance testing. It also offers 3(16) fiduciary services for sponsors that want the administrator to take on certain administrative fiduciary duties.</p> <p>Ubiquity has about 90 employees. One differentiator is its flat-fee pricing approach aimed at small business plans, paired with built-in support for ongoing compliance and administration.</p> <ul> <li>Small business 401(k) plan setup and administration</li> <li>Recordkeeping and participant account administration</li> <li>Compliance testing and required filings support</li> <li>3(16) administrative fiduciary services</li> </ul>
Website: http://www.myubiquity.com/
Founded: 2000
Employees: 90
Office Locations
- San Francisco, CA (Headquarters)
Services Offered
- Compliance Services
- Recordkeeping
- 3(16) Plan Administrator
Client Statistics (2025)
- Total Clients: 16,000
- Total AUM: $3
- Total Participants: 100,000
Products & Pricing
- Custom(k)®: $177 base fee, $6/employee, $495 setup fee
- Saver(k)®: $97 base fee, $6/employee, $495 setup fee
- Reserve(k)®: $257 base fee, $6/employee, $495 setup fee