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BBB Accredited Business since


Phone: (415) 477-8800 Fax: (415) 477-8801 View Additional Phone Numbers 1160 Battery St STE 350, San Francisco, CA 94111 View Additional Email Addresses

BBB Business Reviews may not be reproduced for sales or promotional purposes.


This company offers retirement plans for small nation wide businesses.

BBB Accreditation

A BBB Accredited Business since

BBB has determined that Ubiquity meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Customer Complaints Summary Read complaint details

34 complaints closed with BBB in last 3 years | 26 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 6
Delivery Issues 1
Guarantee/Warranty Issues 0
Problems with Product/Service 27
Total Closed Complaints 34

Additional Complaint Information

On June 3, 2016 Ubiquity Retirement + Savings™ notified the Better Business Bureau (BBB), that the company transitioned to a new platform in March 2016. Ubiquity reported that the rollout of the platform had some issues that impaired clients’ ability to enjoy the full benefits of the new system.

Ubiquity advised the BBB that the response time to some client complaints had been inadequate. They had also emailed clients to apologize and affirm their commitment to taking immediate action to correct issues as soon as possible.
Ubiquity increased support and customer service staff to address issues relating to the new platform more quickly.  The BBB was also notified that the Ubiquity response included engaging a 24-hour call center to manage customer service calls and employing a dedicated social media response team. Further, Ubiquity’s web development team continues to troubleshoot the few remaining customer service issues.
Ubiquity continues to update clients of any new platform issues until all items are resolved.

BBB suggests that prior to filing a complaint, clients attempt to reach the company via phone or social media.

Customer Reviews Summary Read customer reviews

7 Customer Reviews on Ubiquity
Customer Experience Total Customer Reviews
Positive Experience 1
Neutral Experience 0
Negative Experience 6
Total Customer Reviews 7

Additional Information

BBB file opened: November 03, 2007 Business started: 11/01/1999 Business started locally: 11/01/1999 Business incorporated 02/04/2000 in CA
Type of Entity


Business Management
Ms. Lisa Chui, Corp. Controller
Contact Information
Principal: Ms. Lisa Chui, Corp. Controller
Number of Employees


Business Category

Internet Services Retirement Planning Service

Alternate Business Names
The Online 401 "K" Ubiquity Retirement & Savings

Customer Review Rating plus BBB Rating Summary

Ubiquity has received 3.87 out of 5 stars based on 7 Customer Reviews and a BBB Rating of A+.

BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.