CharterBench

SoFi Bank, National Association

BankOCCCottonwood Heights, UT·Est. 1986·www.sofi.com·FDIC #26881Compare ⇄
Total assets
$56.82B
+56.6% YoY
Deposits
$46.78B
+57.4% YoY
Loans
$46.67B
+54.2% YoY
Offices
4
SOFI TECHNOLOGIES INC
ROA (annualized)
1.98%
peers 1.23%
ROE (annualized)
15.41%
peers 11.23%

Peer comparison 160 banks with 10B+ in assets

MetricThis bankPeer medianΔ
Asset growth (YoY)+56.6%+5.9%+50.7 pts
Deposit growth (YoY)+57.4%+5.7%+51.7 pts
Loan growth (YoY)+54.2%+6.9%+47.2 pts
ROA1.98%1.23%+0.7 pts
ROE15.4%11.2%+4.2 pts

ROA ranks in the 90th percentile of its peer group · Q2 2026

Profile

Established
1986
Charter
OCC
Primary regulator
OCC
Holding company
SOFI TECHNOLOGIES INC
Specialization
Consumer Lending Specialization
Address
2750 E Cottonwood Pkwy, Cottonwood Heights, UT, 84121
County
Salt Lake
Metro area
Salt Lake City, UT
Offices
4
FDIC cert #
26881
RSSD ID
962966
Latest call report
Q2 2026

Total assets last 8 quarters

Q3 2024 → Q2 2026

Deposits last 8 quarters

Q3 2024 → Q2 2026

Quarterly financials FDIC call report

QuarterAssetsDepositsLoansEquityNet income YTDROANIMNonperforming
Q2 2026$56.82B$46.78B$46.67B$7.28B$504.1M1.98%6.07%0.07%
Q1 2026$49.67B$42.32B$40.85B$6.33B$244.6M2.03%6.02%0.07%
Q4 2025$46.57B$39.71B$36.74B$6.03B$737.4M1.96%6.15%0.07%
Q3 2025$41.25B$33.77B$33.72B$5.82B$533.2M2.01%6.28%0.07%
Q2 2025$36.28B$29.72B$30.27B$4.91B$343.0M2.05%6.35%0.07%
Q1 2025$32.86B$27.38B$27.11B$4.73B$170.0M2.13%6.52%0.08%
Q4 2024$31.09B$26.01B$25.38B$4.54B$472.4M1.72%6.32%0.09%
Q3 2024$29.26B$24.59B$24.26B$4.21B$341.0M1.71%6.27%0.11%

Loan mix (Q2 2026): real estate $2.33B · commercial $3.9M · consumer $43.76B · securities $4.03B

Ratio pack Q2 2026 · peer medians from 160 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.98%Q3 2024 → Q2 20261.23%
90th
Return on equity
Annualized net income ÷ equity or net worth
15.4%Q3 2024 → Q2 202611.3%
77th
Net interest margin
Interest income − interest expense, ÷ assets
6.07%Q3 2024 → Q2 20263.55%
94th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
67.2%Q3 2024 → Q2 202654.9%
89th
Non-interest income share
Fees and other income as a share of total revenue
00.0%
00.0%
Cost of funds
Annualized interest expense ÷ deposits
00.0%
00.0%
Balance sheet
RatioValueTrend (8q)Peer medianPeer percentile
Loan-to-deposit
Loans ÷ deposits (shares). Above ~90% needs funding; below ~60% needs loan demand
00.0%
00.0%
Loans-to-assets
How much of the balance sheet is lent out
00.0%
00.0%
Securities-to-assets
Investment portfolio as a share of assets
00.0%
00.0%
Cash-to-assets
On-balance-sheet liquidity
00.0%
00.0%
Capital
RatioValueTrend (8q)Peer medianPeer percentile
Capital ratio
Tier 1 capital (banks) or net worth (CUs) ÷ assets. NCUA well-capitalized line: 7%
00.0%
00.0%
Credit quality
RatioValueTrend (8q)Peer medianPeer percentile
Nonperforming / delinquency
Banks: nonperforming assets ÷ assets. CUs: 60+ day delinquent loans ÷ loans
00.0%
00.0%
Net charge-off rate
Annualized charge-offs net of recoveries ÷ loans
00.0%
00.0%
CRE concentration
Commercial real estate loans ÷ capital. Regulators flag banks above 300%
00.0%
00.0%
Franchise
RatioValueTrend (8q)Peer medianPeer percentile
Assets per office
Branch efficiency; high numbers usually mean digital-first
00.0%
00.0%
11 more ratios, with trends and peer percentiles.

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