Overview

Ubiquity Retirement + Savings provides retirement plans for small businesses, startups, and self-employed individuals. Its Paradigm RKS platform automates recordkeeping and plan management, integrates with major payroll providers, handles IRS and Department of Labor compliance, and offers access to 30,000+ mutual funds and ETFs. It uses a flat-fee model with monthly administration fees and setup fees, and offers plan tiers such as Saver(k), Custom(k), and Reserve(k) to fit different needs. With over 16,000 clients across all 50 states and more than $3 billion in assets, the company aims to make affordable, compliant retirement plans easy to scale for small employers and the self-employed.