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SOARION

Charter #8169 · TX

Community 500M-750M
165 CUs in 500M-750M nationally 16 in TX
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SOARION has 6 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 14.2% in tier
  • + Organic Growth Engine: Top 14.2% in tier
  • + ROA 0.47% above tier average
  • + Net Interest Margin 0.26% above tier average
  • + Total Members: Top 2.4% in tier
  • + Members Per Employee (MPE): Top 4.8% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 18.0% in tier
  • - Shrinking Wallet Share: Bottom 92.0% in tier
  • - Deposit Outflow: Bottom 98.5% in tier
  • - Efficiency ratio 10.16% above tier (higher cost structure)
  • - Delinquency rate 0.21% above tier average
  • - Net Worth Ratio: Bottom 1.2% in tier
  • - Deposit Growth Rate: Bottom 3.0% in tier
  • - Average Member Relationship (AMR): Bottom 3.0% in tier

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 165 credit unions with $500M-$750M in assets nationally, and 1 of 16 that size in Texas.
  • Shares and deposits -7.3% year over year ($488M in shares and deposits).
  • Membership: 58,757 members, +3.9% vs a year ago.
  • Delinquency rate 1.01%.
  • Return on assets 1.29%.
  • Efficiency ratio 86.72% vs a 76.56% peer average.
  • Loan-to-share ratio 87.46% vs a 79.33% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (TX) National Avg Tier Percentile
Members 58,757
+3.9% YoY-0.3% QoQ
+20.9K 37,897
-5.0% YoY
27,284
+2.5% YoY
34,678
+6.6% YoY
Top 3.0% in tier
Assets $555.6M
-2.7% YoY-0.9% QoQ
$-66.8M $622.4M
+0.6% YoY
$429.8M
+5.9% YoY
$593.1M
+10.2% YoY
27%
Loans $426.7M
+13.1% YoY+2.1% QoQ
$-1.8M $428.5M
-0.7% YoY
$305.6M
+4.5% YoY
$418.6M
+10.1% YoY
47%
Deposits $487.8M
-7.3% YoY-2.6% QoQ
$-51.9M $539.8M
+0.9% YoY
$357.0M
+5.3% YoY
$504.8M
+10.3% YoY
26%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 1.3%
+233.5% YoY-20.4% QoQ
+0.5% 0.8%
+39.5% YoY
1.4%
-298.3% YoY
1.2%
+121.4% YoY
Top 13.9% in tier
NIM 3.8%
+13.7% YoY-1.1% QoQ
+0.3% 3.5%
+5.0% YoY
3.9%
+2.6% YoY
3.8%
+2.3% YoY
74%
Efficiency Ratio 86.7%
+11.7% YoY-5.2% QoQ
+10.2% 76.6%
-3.6% YoY
89.3%
-7.8% YoY
83.0%
-5.3% YoY
85%
Delinquency Rate 1.0%
-41.6% YoY-5.4% QoQ
+0.2 0.8%
+3.1% YoY
1.3%
+10.3% YoY
1.3%
+2.6% YoY
73%
Loan To Share 87.5%
+22.1% YoY+4.9% QoQ
+8.1% 79.3%
-1.4% YoY
70.0%
-2.3% YoY
66.4%
-1.4% YoY
70%
AMR $15,564
-2.6% YoY-0.2% QoQ
$-12K $27,294
+4.1% YoY
$17,919
+2.5% YoY
$20,028
-0.9% YoY
Bottom 2.4% in tier
CD Concentration 21.4%
-23.7% YoY-1.5% QoQ
-3.2% 24.6% 21.6% 20.0% 39%
Indirect Auto % 11.3%
-64.2% YoY-17.4% QoQ
-2.3% 13.6% 6.9% 7.7% 56%

Signature Analysis

Strengths (2)

Organic Growth Leader

growth
#98 of 342 • Top 14.2% in tier

Attracting members (0.5-50% YoY) without heavy indirect auto dependency (<15%). Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 3.92%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Indirect Auto %: 11.30%
(Tier: 13.63%, National: 7.71%)
better than tier avg
485 nationally
↓ Shrinking -91 CUs YoY | New qualifier

Organic Growth Engine

growth
#101 of 344 • Top 14.2% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 3.92%
(Tier: 0.46%, National: 15.67%)
better than tier avg
Return on Assets: 1.29%
(Tier: 0.85%, National: 1.23%)
better than tier avg
Indirect Auto %: 11.30%
(Tier: 13.63%, National: 7.71%)
better than tier avg
490 nationally
↓ Shrinking -271 CUs YoY | Rank improving

Concerns (3)

Deposit Outflow

decline
#2 of 84 • Bottom 98.5% in tier

Members staying (>= -1% YoY) but deposits leaving. They're moving money to higher-yield competitors - rate pressure is real.

Why This Signature
Deposit Growth (YoY): -7.31%
(Tier: 4.24%, National: 100.69%)
worse than tier avg
Member Growth (YoY): 3.92%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
84 of 276 Community CUs have this signature | 109 nationally
↓ Shrinking -9 CUs YoY

Shrinking Wallet Share

decline
#104 of 223 • Bottom 92.0% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -2.59%
(Tier: 3.97%, National: 35.20%)
worse than tier avg
223 of 276 Community CUs have this signature | 308 nationally
↓ Shrinking -61 CUs YoY | Rank worsening

Efficiency Drag

risk
#454 of 531 • Bottom 18.0% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 86.72%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): 0.90% points
(Tier: 0.10% points, National: 0.47% points)
but better than tier avg
Member Growth (YoY): 3.92%
(Tier: 0.46%, National: 15.67%)
but better than tier avg
608 nationally
↓ Shrinking -37 CUs YoY | New qualifier

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 165 peers in tier

Top Strengths (5 metrics)

5
Total Members
engagement
Value: 58,757
Peer Median: 36,716
#5 of 165 Top 2.4% in 500M-750M tier
9
Members Per Employee (MPE)
engagement
Value: 534.155
Peer Median: 313.721
#9 of 165 Top 4.8% in 500M-750M tier
18
Loan Growth Rate
growth
Value: 13.13%
Peer Median: 4.82%
#18 of 165 Top 10.3% in 500M-750M tier
23
Return on Assets (ROA)
profitability
Value: 1.29%
Peer Median: 0.74%
#23 of 165 Top 13.3% in 500M-750M tier
28
Member Growth Rate
growth
Value: 3.92%
Peer Median: 0.59%
#28 of 165 Top 16.4% in 500M-750M tier

Top Weaknesses (9 metrics)

164
Net Worth Ratio
risk
Value: 6.79%
Peer Median: 10.42%
#164 of 165 Bottom 1.2% in 500M-750M tier
161
Deposit Growth Rate
growth
Value: -7.31%
Peer Median: 4.04%
#161 of 165 Bottom 3.0% in 500M-750M tier
161
Average Member Relationship (AMR)
engagement
Value: $15,564
Peer Median: $25,725
#161 of 165 Bottom 3.0% in 500M-750M tier
155
Net Charge-Off Rate
risk
Value: 1.10%
Peer Median: 0.41%
#155 of 165 Bottom 6.7% in 500M-750M tier
154
Asset Growth Rate
growth
Value: -2.73%
Peer Median: 4.61%
#154 of 165 Bottom 7.3% in 500M-750M tier
153
Loan-to-Member Ratio (LMR)
engagement
Value: $7,261
Peer Median: $11,477
#153 of 165 Bottom 7.9% in 500M-750M tier
151
AMR Growth Rate
growth
Value: -2.59%
Peer Median: 3.83%
#151 of 165 Bottom 9.1% in 500M-750M tier
141
Efficiency Ratio
profitability
Value: 86.72%
Peer Median: 77.45%
#141 of 165 Bottom 15.2% in 500M-750M tier
133
Fee Income Per Member
profitability
Value: $135.23
Peer Median: $191.53
#133 of 165 Bottom 20.0% in 500M-750M tier
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